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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,049 | $152,597-73.1% | $117,533-65.1% | $134,532-69.5% |
| Participation rate | 57.9% | 77.1%-19.2pp | 70.6%-12.7pp | 81.2%-23.3pp |
| Annual return | -17.38% | 53.04%-70.4pp | 29.77%-47.1pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,186 | $5,576-78.7% | $4,179-71.6% | $4,741-75.0% |
| Participant deferral / active EE | $2,726 | $4,821-43.5% | $4,072-33.1% | $6,401-57.4% |
| Admin fee / account holder | $362 | $7,007-94.8% | $5,647-93.6% | $11,429-96.8% |