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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 | $35,307 | $82,674-57.3% | $125,381-71.8% | $68,486-48.4% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -17.94% | -5.97%-12.0pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,098 | $3,382+21.2% | $4,815-14.9% | $2,597+57.8% |
| Participant deferral / active EE | $7,390 | $6,111+20.9% | $7,448-0.8% | $4,028+83.5% |
| Admin fee / account holder | $2,462 | $6,277-60.8% | $10,007-75.4% | $5,404-54.4% |