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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 | $50,847 | $133,998-62.1% | $112,263-54.7% | $134,545-62.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -16.98% | 47.17%-64.1pp | 27.49%-44.5pp | 418.37%-435.3pp |
| Employer contribution / active EE | $992 | $4,040-75.4% | $3,636-72.7% | $4,742-79.1% |
| Participant deferral / active EE | $1,804 | $5,292-65.9% | $4,729-61.9% | $6,401-71.8% |
| Admin fee / account holder | $653 | $7,493-91.3% | $6,410-89.8% | $11,431-94.3% |