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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 | $68,489 | $134,001-48.9% | $112,258-39.0% | $134,509-49.1% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | -18.88% | 47.15%-66.0pp | 27.47%-46.3pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,303 | $4,039-67.7% | $3,636-64.2% | $4,741-72.5% |
| Participant deferral / active EE | $4,163 | $5,291-21.3% | $4,728-12.0% | $6,400-35.0% |
| Admin fee / account holder | $3,214 | $7,491-57.1% | $6,411-49.9% | $11,427-71.9% |