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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 | $51,899 | $97,020-46.5% | $83,322-37.7% | $135,379-61.7% |
| Participation rate | 58.8% | 80.4%-21.6pp | 77.8%-18.9pp | 82.6%-23.8pp |
| Annual return | -7.83% | 12.31%-20.1pp | 10.64%-18.5pp | 519.79%-527.6pp |
| Employer contribution / active EE | $1,510 | $4,144-63.6% | $3,379-55.3% | $4,779-68.4% |
| Participant deferral / active EE | $2,094 | $5,964-64.9% | $5,565-62.4% | $5,609-62.7% |
| Admin fee / account holder | $10,923 | $8,426+29.6% | $7,540+44.9% | $10,828+0.9% |