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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 | $34,782 | $90,320-61.5% | $59,496-41.5% | $125,389-72.3% |
| Participation rate | 30.8% | 68.3%-37.5pp | 54.6%-23.8pp | 83.2%-52.4pp |
| Annual return | -4.47% | 369.13%-373.6pp | 182.05%-186.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $893 | $1,792-50.2% | $1,153-22.6% | $4,866-81.7% |
| Participant deferral / active EE | $2,832 | $2,716+4.3% | $1,829+54.8% | $5,352-47.1% |
| Admin fee / account holder | $1,704 | $3,063-44.4% | $2,232-23.7% | $9,541-82.1% |