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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 | $85,419 | $134,001-36.3% | $112,258-23.9% | $134,509-36.5% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.1pp |
| Annual return | -18.69% | 47.15%-65.8pp | 27.47%-46.2pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,038 | $4,039-74.3% | $3,636-71.4% | $4,741-78.1% |
| Participant deferral / active EE | $4,458 | $5,291-15.7% | $4,728-5.7% | $6,400-30.3% |
| Admin fee / account holder | $2,096 | $7,491-72.0% | $6,411-67.3% | $11,427-81.7% |