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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 | $32,587 | $95,917-66.0% | $79,583-59.1% | $134,545-75.8% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -19.09% | -2.70%-16.4pp | 0.16%-19.3pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,227 | $3,129-60.8% | $2,414-49.2% | $4,742-74.1% |
| Participant deferral / active EE | $5,206 | $4,694+10.9% | $3,986+30.6% | $6,401-18.7% |
| Admin fee / account holder | $321 | $9,132-96.5% | $6,835-95.3% | $11,431-97.2% |