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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 | $18,913 | $85,790-78.0% | $67,313-71.9% | $135,379-86.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -8.53% | -0.54%-8.0pp | -4.08%-4.5pp | 519.79%-528.3pp |
| Employer contribution / active EE | $1,237 | $3,487-64.5% | $2,566-51.8% | $4,779-74.1% |
| Participant deferral / active EE | $3,182 | $4,651-31.6% | $3,568-10.8% | $5,609-43.3% |
| Admin fee / account holder | $1,450 | $6,392-77.3% | $4,507-67.8% | $10,828-86.6% |