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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 | $29,312 | $95,915-69.4% | $79,580-63.2% | $134,532-78.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -15.76% | -2.71%-13.1pp | 0.15%-15.9pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,464 | $3,129-21.3% | $2,413+2.1% | $4,741-48.0% |
| Participant deferral / active EE | $1,464 | $4,693-68.8% | $3,985-63.3% | $6,401-77.1% |
| Admin fee / account holder | $1,444 | $9,132-84.2% | $6,835-78.9% | $11,429-87.4% |