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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 | $29,799 | $49,177-39.4% | $79,467-62.5% | $64,173-53.6% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.6%-4.2pp |
| Annual return | -7.41% | -1.16%-6.3pp | 718.30%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,345 | $2,076-35.2% | $2,800-52.0% | $2,381-43.5% |
| Participant deferral / active EE | $4,142 | $2,821+46.8% | $3,704+11.8% | $3,470+19.4% |
| Admin fee / account holder | $569 | $3,839-85.2% | $5,104-88.9% | $4,887-88.4% |