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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 | $39,633 | $82,678-52.1% | $125,391-68.4% | $68,490-42.1% |
| Participation rate | 54.8% | 75.1%-20.2pp | 82.4%-27.5pp | 67.9%-13.1pp |
| Annual return | -12.90% | -5.97%-6.9pp | 572.41%-585.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,535 | $3,382-25.1% | $4,816-47.4% | $2,597-2.4% |
| Participant deferral / active EE | $5,070 | $6,111-17.0% | $7,448-31.9% | $4,028+25.9% |
| Admin fee / account holder | $9,708 | $6,277+54.6% | $10,009-3.0% | $5,403+79.7% |