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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 | $16,757 | $75,962-77.9% | $154,108-89.1% | $64,173-73.9% |
| Participation rate | 69.4% | 70.4%-1.1pp | 83.0%-13.7pp | 69.6%-0.2pp |
| Annual return | -6.98% | 30.32%-37.3pp | 735.21%-742.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,072 | $3,350-68.0% | $5,298-79.8% | $2,381-55.0% |
| Participant deferral / active EE | $1,058 | $3,175-66.7% | $5,081-79.2% | $3,470-69.5% |
| Admin fee / account holder | $919 | $5,589-83.6% | $13,411-93.1% | $4,887-81.2% |