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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 | $48,942 | $133,998-63.5% | $112,263-56.4% | $134,545-63.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -15.64% | 47.17%-62.8pp | 27.49%-43.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,157 | $4,040-71.4% | $3,636-68.2% | $4,742-75.6% |
| Participant deferral / active EE | $1,736 | $5,292-67.2% | $4,729-63.3% | $6,401-72.9% |
| Admin fee / account holder | $432 | $7,493-94.2% | $6,410-93.3% | $11,431-96.2% |