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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 | $26,954 | $134,001-79.9% | $112,258-76.0% | $134,509-80.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.09% | 47.15%-64.2pp | 27.47%-44.6pp | 418.13%-435.2pp |
| Employer contribution / active EE | $2,527 | $4,039-37.4% | $3,636-30.5% | $4,741-46.7% |
| Participant deferral / active EE | $4,717 | $5,291-10.9% | $4,728-0.2% | $6,400-26.3% |
| Admin fee / account holder | $8,581 | $7,491+14.6% | $6,411+33.8% | $11,427-24.9% |