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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 | $25,757 | $67,372-61.8% | $60,906-57.7% | $134,532-80.9% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.1%-3.9pp | 81.2%-12.0pp |
| Annual return | -10.71% | 50.05%-60.8pp | 16.94%-27.6pp | 418.27%-429.0pp |
| Employer contribution / active EE | $1,772 | $3,099-42.8% | $2,703-34.5% | $4,741-62.6% |
| Participant deferral / active EE | $2,961 | $4,532-34.7% | $3,814-22.4% | $6,401-53.7% |
| Admin fee / account holder | $16,772 | $4,588+265.5% | $3,227+419.7% | $11,429+46.8% |