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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 | $52,964 | $82,324-35.7% | $68,803-23.0% | $134,545-60.6% |
| Participation rate | 46.7% | 75.1%-28.4pp | 69.0%-22.4pp | 81.2%-34.6pp |
| Annual return | -19.70% | -2.17%-17.5pp | -6.37%-13.3pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,587 | $3,302-51.9% | $2,656-40.2% | $4,742-66.5% |
| Participant deferral / active EE | $3,280 | $4,740-30.8% | $3,942-16.8% | $6,401-48.8% |
| Admin fee / account holder | $3,270 | $6,485-49.6% | $4,936-33.7% | $11,431-71.4% |