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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 | $35,880 | $82,288-56.4% | $68,794-47.8% | $134,509-73.3% |
| Participation rate | 17.4% | 75.1%-57.7pp | 69.0%-51.6pp | 81.2%-63.8pp |
| Annual return | -17.17% | -2.19%-15.0pp | -6.37%-10.8pp | 418.13%-435.3pp |
| Employer contribution / active EE | $789 | $3,301-76.1% | $2,656-70.3% | $4,741-83.4% |
| Participant deferral / active EE | $1,353 | $4,738-71.5% | $3,941-65.7% | $6,400-78.9% |
| Admin fee / account holder | $1,315 | $6,482-79.7% | $4,934-73.4% | $11,427-88.5% |