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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 | $34,318 | $95,979-64.2% | $74,551-54.0% | $135,380-74.7% |
| Participation rate | 27.3% | 75.7%-48.4pp | 69.1%-41.9pp | 82.6%-55.4pp |
| Annual return | -7.22% | 56.97%-64.2pp | 32.53%-39.8pp | 519.81%-527.0pp |
| Employer contribution / active EE | $410 | $2,716-84.9% | $1,961-79.1% | $4,779-91.4% |
| Participant deferral / active EE | $1,289 | $3,844-66.5% | $3,108-58.5% | $5,609-77.0% |
| Admin fee / account holder | $1,804 | $6,522-72.3% | $5,059-64.4% | $10,828-83.3% |