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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 | $32,638 | $76,000-57.1% | $154,111-78.8% | $64,186-49.2% |
| Participation rate | 67.3% | 70.4%-3.1pp | 83.0%-15.7pp | 69.6%-2.2pp |
| Annual return | -2.71% | 30.32%-33.0pp | 735.15%-737.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $571 | $3,351-83.0% | $5,298-89.2% | $2,381-76.0% |
| Participant deferral / active EE | $889 | $3,175-72.0% | $5,081-82.5% | $3,470-74.4% |
| Admin fee / account holder | $3,797 | $5,596-32.2% | $13,411-71.7% | $4,888-22.3% |