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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 | $31,121 | $133,981-76.8% | $112,249-72.3% | $134,532-76.9% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -19.98% | 47.16%-67.1pp | 27.48%-47.5pp | 418.27%-438.2pp |
| Employer contribution / active EE | $933 | $4,040-76.9% | $3,636-74.3% | $4,741-80.3% |
| Participant deferral / active EE | $3,270 | $5,292-38.2% | $4,729-30.8% | $6,401-48.9% |
| Admin fee / account holder | $636 | $7,492-91.5% | $6,412-90.1% | $11,429-94.4% |