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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 | $43,512 | $92,219-52.8% | $76,768-43.3% | $135,379-67.9% |
| Participation rate | 36.8% | 79.8%-42.9pp | 77.0%-40.1pp | 82.6%-45.8pp |
| Annual return | -2.58% | 5.46%-8.0pp | 2.43%-5.0pp | 519.79%-522.4pp |
| Employer contribution / active EE | $890 | $3,216-72.3% | $2,485-64.2% | $4,779-81.4% |
| Participant deferral / active EE | $2,246 | $4,508-50.2% | $3,852-41.7% | $5,609-60.0% |
| Admin fee / account holder | $1,116 | $10,749-89.6% | $6,675-83.3% | $10,828-89.7% |