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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 | $20,955 | $87,546-76.1% | $75,784-72.3% | $125,389-83.3% |
| Participation rate | 58.3% | 80.2%-21.8pp | 75.8%-17.5pp | 83.2%-24.9pp |
| Annual return | -1.02% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,124 | $3,930-71.4% | $3,323-66.2% | $4,866-76.9% |
| Participant deferral / active EE | $2,021 | $4,230-52.2% | $3,652-44.6% | $5,352-62.2% |
| Admin fee / account holder | $459 | $6,503-92.9% | $5,300-91.3% | $9,541-95.2% |