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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 | $39,350 | $46,360-15.1% | $147,617-73.3% | $52,331-24.8% |
| Participation rate | 23.3% | 64.9%-41.6pp | 84.6%-61.3pp | 68.1%-44.8pp |
| Annual return | -0.85% | 1.62%-2.5pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,081 | $2,126-49.2% | $5,564-80.6% | $1,882-42.6% |
| Participant deferral / active EE | $933 | $2,258-58.7% | $4,895-80.9% | $3,022-69.1% |
| Admin fee / account holder | $4,207 | $766+449.4% | $11,612-63.8% | $592+611.2% |