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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 | $34,729 | $69,518-50.0% | $59,883-42.0% | $135,382-74.3% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.7%-10.0pp | 82.6%-17.9pp |
| Annual return | -6.09% | 7.95%-14.0pp | 3.46%-9.6pp | 519.77%-525.9pp |
| Employer contribution / active EE | $1,605 | $3,235-50.4% | $2,722-41.0% | $4,779-66.4% |
| Participant deferral / active EE | $2,986 | $4,204-29.0% | $3,402-12.2% | $5,609-46.8% |
| Admin fee / account holder | $721 | $5,734-87.4% | $3,591-79.9% | $10,829-93.3% |