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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 | $19,418 | $133,981-85.5% | $112,249-82.7% | $134,532-85.6% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -20.29% | 47.16%-67.5pp | 27.48%-47.8pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,187 | $4,040-70.6% | $3,636-67.4% | $4,741-75.0% |
| Participant deferral / active EE | $1,983 | $5,292-62.5% | $4,729-58.1% | $6,401-69.0% |
| Admin fee / account holder | $1,951 | $7,492-74.0% | $6,412-69.6% | $11,429-82.9% |