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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 | $23,772 | $75,962-68.7% | $154,111-84.6% | $64,173-63.0% |
| Participation rate | 46.0% | 70.4%-24.4pp | 83.0%-37.0pp | 69.6%-23.5pp |
| Annual return | -3.12% | 30.32%-33.4pp | 735.18%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $635 | $3,350-81.0% | $5,298-88.0% | $2,381-73.3% |
| Participant deferral / active EE | $2,150 | $3,175-32.3% | $5,081-57.7% | $3,470-38.0% |
| Admin fee / account holder | $2,129 | $5,589-61.9% | $13,411-84.1% | $4,887-56.4% |