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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 | $27,628 | $167,362-83.5% | $143,799-80.8% | $134,532-79.5% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -19.29% | 0.47%-19.8pp | -0.04%-19.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,268 | $5,620-77.4% | $4,952-74.4% | $4,741-73.3% |
| Participant deferral / active EE | $2,852 | $6,447-55.8% | $5,638-49.4% | $6,401-55.5% |
| Admin fee / account holder | $319 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |