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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 | $43,448 | $54,355-20.1% | $82,744-47.5% | $68,486-36.6% |
| Participation rate | 35.5% | 63.9%-28.4pp | 72.6%-37.1pp | 67.9%-32.4pp |
| Annual return | -16.78% | -13.67%-3.1pp | 702.22%-719.0pp | -7.85%-8.9pp |
| Employer contribution / active EE | $898 | $2,219-59.5% | $3,008-70.1% | $2,597-65.4% |
| Participant deferral / active EE | $1,635 | $3,246-49.6% | $4,395-62.8% | $4,028-59.4% |
| Admin fee / account holder | $2,192 | $4,397-50.2% | $5,325-58.8% | $5,404-59.4% |