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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 | $58,325 | $69,541-16.1% | $59,899-2.6% | $135,380-56.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -5.60% | 7.95%-13.5pp | 3.46%-9.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,392 | $3,236-57.0% | $2,723-48.9% | $4,779-70.9% |
| Participant deferral / active EE | $1,500 | $4,206-64.3% | $3,402-55.9% | $5,609-73.3% |
| Admin fee / account holder | $21,471 | $5,737+274.2% | $3,592+497.7% | $10,828+98.3% |