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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 | $91,499 | $133,981-31.7% | $112,249-18.5% | $134,532-32.0% |
| Participation rate | 41.2% | 78.6%-37.4pp | 75.1%-33.9pp | 81.2%-40.1pp |
| Annual return | -14.59% | 47.16%-61.7pp | 27.48%-42.1pp | 418.27%-432.9pp |
| Employer contribution / active EE | $1,331 | $4,040-67.1% | $3,636-63.4% | $4,741-71.9% |
| Participant deferral / active EE | $1,657 | $5,292-68.7% | $4,729-65.0% | $6,401-74.1% |
| Admin fee / account holder | $917 | $7,492-87.8% | $6,412-85.7% | $11,429-92.0% |