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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 | $22,064 | $134,001-83.5% | $112,258-80.3% | $134,509-83.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.43% | 47.15%-67.6pp | 27.47%-47.9pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,552 | $4,039-61.6% | $3,636-57.3% | $4,741-67.3% |
| Participant deferral / active EE | $5,173 | $5,291-2.2% | $4,728+9.4% | $6,400-19.2% |
| Admin fee / account holder | $504 | $7,491-93.3% | $6,411-92.1% | $11,427-95.6% |