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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 | $30,544 | $100,805-69.7% | $86,698-64.8% | $134,532-77.3% |
| Participation rate | 40.9% | 79.0%-38.0pp | 76.6%-35.7pp | 81.2%-40.3pp |
| Annual return | -16.97% | 29.09%-46.1pp | 35.95%-52.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,658 | $3,490-52.5% | $2,837-41.6% | $4,741-65.0% |
| Participant deferral / active EE | $2,654 | $5,339-50.3% | $4,656-43.0% | $6,401-58.5% |
| Admin fee / account holder | $4,870 | $10,925-55.4% | $7,493-35.0% | $11,429-57.4% |