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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 | $42,518 | $91,537-53.6% | $130,045-67.3% | $75,173-43.4% |
| Participation rate | 67.5% | 71.5%-4.0pp | 78.5%-11.0pp | 67.2%+0.3pp |
| Annual return | 13.94% | -631.55%+645.5pp | -137.30%+151.2pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,157 | $2,845-59.3% | $4,321-73.2% | $2,671-56.7% |
| Participant deferral / active EE | $3,347 | $4,343-22.9% | $5,820-42.5% | $4,126-18.9% |
| Admin fee / account holder | $927 | $6,780-86.3% | $10,600-91.3% | $5,651-83.6% |