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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 | $20,788 | $57,352-63.8% | $83,830-75.2% | $64,173-67.6% |
| Participation rate | 51.7% | 68.6%-16.9pp | 76.1%-24.4pp | 69.6%-17.8pp |
| Annual return | -8.42% | 11.38%-19.8pp | 850.97%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $915 | $2,546-64.1% | $3,631-74.8% | $2,381-61.6% |
| Participant deferral / active EE | $1,271 | $2,993-57.5% | $4,082-68.9% | $3,470-63.4% |
| Admin fee / account holder | $490 | $4,046-87.9% | $5,479-91.1% | $4,887-90.0% |