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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 | $24,696 | $158,852-84.5% | $121,220-79.6% | $135,380-81.8% |
| Participation rate | 62.5% | 79.3%-16.8pp | 71.8%-9.3pp | 82.6%-20.1pp |
| Annual return | -3.27% | -0.64%-2.6pp | 16.94%-20.2pp | 519.81%-523.1pp |
| Employer contribution / active EE | $1,051 | $5,666-81.5% | $4,023-73.9% | $4,779-78.0% |
| Participant deferral / active EE | $1,051 | $4,006-73.8% | $3,345-68.6% | $5,609-81.3% |
| Admin fee / account holder | $606 | $6,515-90.7% | $5,021-87.9% | $10,828-94.4% |