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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 | $26,530 | $75,962-65.1% | $154,111-82.8% | $64,173-58.7% |
| Participation rate | 50.9% | 70.4%-19.5pp | 83.0%-32.1pp | 69.6%-18.7pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.18%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $909 | $3,350-72.9% | $5,298-82.8% | $2,381-61.8% |
| Participant deferral / active EE | $1,010 | $3,175-68.2% | $5,081-80.1% | $3,470-70.9% |
| Admin fee / account holder | $5,518 | $5,589-1.3% | $13,411-58.9% | $4,887+12.9% |