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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 | $48,900 | $90,467-45.9% | $93,759-47.8% | $134,509-63.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 81.0%-21.0pp | 81.2%-21.2pp |
| Annual return | -18.33% | -15.72%-2.6pp | -11.33%-7.0pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,319 | $4,345-46.6% | $4,324-46.4% | $4,741-51.1% |
| Participant deferral / active EE | $3,277 | $5,980-45.2% | $6,096-46.2% | $6,400-48.8% |
| Admin fee / account holder | $8,590 | $9,258-7.2% | $7,197+19.3% | $11,427-24.8% |