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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 | $43,095 | $152,597-71.8% | $117,533-63.3% | $134,532-68.0% |
| Participation rate | 38.9% | 77.1%-38.2pp | 70.6%-31.7pp | 81.2%-42.3pp |
| Annual return | -14.40% | 53.04%-67.4pp | 29.77%-44.2pp | 418.27%-432.7pp |
| Employer contribution / active EE | $347 | $5,576-93.8% | $4,179-91.7% | $4,741-92.7% |
| Participant deferral / active EE | $3,613 | $4,821-25.1% | $4,072-11.3% | $6,401-43.6% |
| Admin fee / account holder | $992 | $7,007-85.8% | $5,647-82.4% | $11,429-91.3% |