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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 | $44,720 | $75,962-41.1% | $154,111-71.0% | $64,173-30.3% |
| Participation rate | 55.3% | 70.4%-15.1pp | 83.0%-27.7pp | 69.6%-14.3pp |
| Annual return | -6.97% | 30.32%-37.3pp | 735.18%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $725 | $3,350-78.3% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $1,812 | $3,175-42.9% | $5,081-64.3% | $3,470-47.8% |
| Admin fee / account holder | $450 | $5,589-91.9% | $13,411-96.6% | $4,887-90.8% |