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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 | $25,810 | $75,962-66.0% | $154,108-83.3% | $64,173-59.8% |
| Participation rate | 55.4% | 70.4%-15.1pp | 83.0%-27.7pp | 69.6%-14.2pp |
| Annual return | -7.37% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,102 | $3,350-67.1% | $5,298-79.2% | $2,381-53.7% |
| Participant deferral / active EE | $1,589 | $3,175-49.9% | $5,081-68.7% | $3,470-54.2% |
| Admin fee / account holder | $5,033 | $5,589-9.9% | $13,411-62.5% | $4,887+3.0% |