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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 | $27,830 | $75,962-63.4% | $154,108-81.9% | $64,173-56.6% |
| Participation rate | 31.4% | 70.4%-39.0pp | 83.0%-51.6pp | 69.6%-38.1pp |
| Annual return | -4.91% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $809 | $3,350-75.8% | $5,298-84.7% | $2,381-66.0% |
| Participant deferral / active EE | $2,342 | $3,175-26.2% | $5,081-53.9% | $3,470-32.5% |
| Admin fee / account holder | $7,286 | $5,589+30.4% | $13,411-45.7% | $4,887+49.1% |