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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 | $42,775 | $75,962-43.7% | $154,110-72.2% | $64,173-33.3% |
| Participation rate | 53.1% | 70.4%-17.3pp | 83.0%-29.9pp | 69.6%-16.4pp |
| Annual return | -3.32% | 30.32%-33.6pp | 735.22%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $708 | $3,350-78.9% | $5,298-86.6% | $2,381-70.3% |
| Participant deferral / active EE | $7,491 | $3,175+136.0% | $5,081+47.4% | $3,470+115.9% |
| Admin fee / account holder | $3,986 | $5,589-28.7% | $13,412-70.3% | $4,887-18.5% |