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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 | $18,969 | $75,962-75.0% | $154,108-87.7% | $64,173-70.4% |
| Participation rate | 28.0% | 70.4%-42.4pp | 83.0%-55.0pp | 69.6%-41.6pp |
| Annual return | -7.18% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,041 | $3,350-68.9% | $5,298-80.3% | $2,381-56.3% |
| Participant deferral / active EE | $2,367 | $3,175-25.5% | $5,081-53.4% | $3,470-31.8% |
| Admin fee / account holder | $2,955 | $5,589-47.1% | $13,411-78.0% | $4,887-39.5% |