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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 | $43,880 | $133,998-67.3% | $112,263-60.9% | $134,545-67.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -15.16% | 47.17%-62.3pp | 27.49%-42.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,637 | $4,040-59.5% | $3,636-55.0% | $4,742-65.5% |
| Participant deferral / active EE | $1,882 | $5,292-64.4% | $4,729-60.2% | $6,401-70.6% |
| Admin fee / account holder | $7,903 | $7,493+5.5% | $6,410+23.3% | $11,431-30.9% |