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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 | $18,153 | $95,917-81.1% | $79,583-77.2% | $134,545-86.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -19.58% | -2.70%-16.9pp | 0.16%-19.7pp | 418.37%-438.0pp |
| Employer contribution / active EE | $978 | $3,129-68.7% | $2,414-59.5% | $4,742-79.4% |
| Participant deferral / active EE | $1,957 | $4,694-58.3% | $3,986-50.9% | $6,401-69.4% |
| Admin fee / account holder | $2,302 | $9,132-74.8% | $6,835-66.3% | $11,431-79.9% |