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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 | $23,320 | $82,324-71.7% | $68,803-66.1% | $134,545-82.7% |
| Participation rate | 68.8% | 75.1%-6.3pp | 69.0%-0.3pp | 81.2%-12.5pp |
| Annual return | -20.60% | -2.17%-18.4pp | -6.37%-14.2pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,693 | $3,302-48.7% | $2,656-36.2% | $4,742-64.3% |
| Participant deferral / active EE | $4,016 | $4,740-15.3% | $3,942+1.9% | $6,401-37.3% |
| Admin fee / account holder | $364 | $6,485-94.4% | $4,936-92.6% | $11,431-96.8% |