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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 | $67,372-34.9% | $60,906-28.0% | $134,532-67.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -18.45% | 50.05%-68.5pp | 16.94%-35.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,160 | $3,099-62.6% | $2,703-57.1% | $4,741-75.5% |
| Participant deferral / active EE | $1,160 | $4,532-74.4% | $3,814-69.6% | $6,401-81.9% |
| Admin fee / account holder | $12,438 | $4,588+171.1% | $3,227+285.4% | $11,429+8.8% |