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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 | $28,786 | $95,895-70.0% | $79,576-63.8% | $134,509-78.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -18.91% | -2.72%-16.2pp | 0.15%-19.1pp | 418.13%-437.0pp |
| Employer contribution / active EE | $745 | $3,128-76.2% | $2,413-69.1% | $4,741-84.3% |
| Participant deferral / active EE | $3,375 | $4,693-28.1% | $3,985-15.3% | $6,400-47.3% |
| Admin fee / account holder | $504 | $9,129-94.5% | $6,834-92.6% | $11,427-95.6% |