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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 | $36,197 | $131,835-72.5% | $108,582-66.7% | $273,972-86.8% |
| Participation rate | 17.6% | 83.5%-65.8pp | 79.6%-61.9pp | 83.0%-65.4pp |
| Annual return | 4.73% | -91.57%+96.3pp | -51.70%+56.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $3,488 | $4,913-29.0% | $3,758-7.2% | $4,869-28.4% |
| Participant deferral / active EE | $8,491 | $5,127+65.6% | $4,311+97.0% | $5,287+60.6% |
| Admin fee / account holder | $10,480 | $10,253+2.2% | $7,645+37.1% | $10,133+3.4% |