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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 | $23,868 | $95,917-75.1% | $79,583-70.0% | $134,545-82.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -20.25% | -2.70%-17.5pp | 0.16%-20.4pp | 418.37%-438.6pp |
| Employer contribution / active EE | $580 | $3,129-81.5% | $2,414-76.0% | $4,742-87.8% |
| Participant deferral / active EE | $4,244 | $4,694-9.6% | $3,986+6.5% | $6,401-33.7% |
| Admin fee / account holder | $759 | $9,132-91.7% | $6,835-88.9% | $11,431-93.4% |