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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 | $27,188 | $75,959-64.2% | $154,114-82.4% | $64,181-57.6% |
| Participation rate | 36.0% | 70.4%-34.4pp | 83.0%-47.0pp | 69.6%-33.6pp |
| Annual return | -2.15% | 30.32%-32.5pp | 735.16%-737.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $936 | $3,350-72.0% | $5,298-82.3% | $2,381-60.7% |
| Participant deferral / active EE | $1,316 | $3,175-58.5% | $5,081-74.1% | $3,470-62.1% |
| Admin fee / account holder | $16,093 | $5,589+188.0% | $13,411+20.0% | $4,887+229.3% |