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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 | $47,557 | $100,848-52.8% | $86,717-45.2% | $134,554-64.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -6.47% | 29.12%-35.6pp | 35.97%-42.4pp | 418.46%-424.9pp |
| Employer contribution / active EE | $1,144 | $3,491-67.2% | $2,837-59.7% | $4,742-75.9% |
| Participant deferral / active EE | $5,438 | $5,340+1.8% | $4,657+16.8% | $6,401-15.0% |
| Admin fee / account holder | $11,010 | $10,930+0.7% | $7,494+46.9% | $11,430-3.7% |