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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 | $26,210 | $67,352-61.1% | $60,899-57.0% | $134,509-80.5% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.1%-9.5pp | 81.2%-17.6pp |
| Annual return | -18.03% | 49.99%-68.0pp | 16.92%-35.0pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,511 | $3,098-51.2% | $2,702-44.1% | $4,741-68.1% |
| Participant deferral / active EE | $4,170 | $4,539-8.1% | $3,817+9.3% | $6,400-34.8% |
| Admin fee / account holder | $6,489 | $4,585+41.5% | $3,225+101.2% | $11,427-43.2% |