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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 | $28,192 | $133,981-79.0% | $112,249-74.9% | $134,532-79.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.19% | 47.16%-63.4pp | 27.48%-43.7pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,717 | $4,040-57.5% | $3,636-52.8% | $4,741-63.8% |
| Participant deferral / active EE | $5,749 | $5,292+8.6% | $4,729+21.6% | $6,401-10.2% |
| Admin fee / account holder | $1,375 | $7,492-81.6% | $6,412-78.6% | $11,429-88.0% |