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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 | $39,551 | $91,537-56.8% | $130,045-69.6% | $75,173-47.4% |
| Participation rate | 61.5% | 71.5%-9.9pp | 78.5%-17.0pp | 67.2%-5.7pp |
| Annual return | 13.30% | -631.55%+644.8pp | -137.30%+150.6pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,679 | $2,845-41.0% | $4,321-61.1% | $2,671-37.1% |
| Participant deferral / active EE | $2,709 | $4,343-37.6% | $5,820-53.5% | $4,126-34.4% |
| Admin fee / account holder | $1,552 | $6,780-77.1% | $10,600-85.4% | $5,651-72.5% |