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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 | $27,105 | $49,177-44.9% | $79,466-65.9% | $64,173-57.8% |
| Participation rate | 30.8% | 65.0%-34.3pp | 73.3%-42.6pp | 69.6%-38.8pp |
| Annual return | -6.27% | -1.16%-5.1pp | 718.28%-724.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $655 | $2,076-68.4% | $2,800-76.6% | $2,381-72.5% |
| Participant deferral / active EE | $1,317 | $2,821-53.3% | $3,704-64.5% | $3,470-62.1% |
| Admin fee / account holder | $3,691 | $3,839-3.8% | $5,104-27.7% | $4,887-24.5% |