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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 | $24,014 | $85,790-72.0% | $67,313-64.3% | $135,380-82.3% |
| Participation rate | 38.9% | 76.5%-37.6pp | 69.1%-30.2pp | 82.6%-43.8pp |
| Annual return | -9.47% | -0.54%-8.9pp | -4.08%-5.4pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,001 | $3,487-71.3% | $2,566-61.0% | $4,779-79.1% |
| Participant deferral / active EE | $2,685 | $4,651-42.3% | $3,568-24.8% | $5,609-52.1% |
| Admin fee / account holder | $3,248 | $6,392-49.2% | $4,507-27.9% | $10,828-70.0% |