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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 | $24,140 | $78,694-69.3% | $67,652-64.3% | $125,389-80.7% |
| Participation rate | 55.0% | 78.8%-23.8pp | 75.7%-20.7pp | 83.2%-28.2pp |
| Annual return | -3.04% | 9.46%-12.5pp | 6625.40%-6628.4pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,136 | $3,044-62.7% | $2,266-49.9% | $4,866-76.7% |
| Participant deferral / active EE | $1,990 | $4,292-53.6% | $3,560-44.1% | $5,352-62.8% |
| Admin fee / account holder | $3,617 | $7,403-51.1% | $4,821-25.0% | $9,541-62.1% |