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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 | $26,294 | $64,311-59.1% | $57,356-54.2% | $125,389-79.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -1.64% | 25.14%-26.8pp | 24.41%-26.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $712 | $3,193-77.7% | $2,689-73.5% | $4,866-85.4% |
| Participant deferral / active EE | $794 | $3,846-79.4% | $3,162-74.9% | $5,352-85.2% |
| Admin fee / account holder | $3,580 | $5,243-31.7% | $3,357+6.6% | $9,541-62.5% |