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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 | $24,734 | $85,790-71.2% | $67,313-63.3% | $135,382-81.7% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -9.35% | -0.54%-8.8pp | -4.08%-5.3pp | 519.77%-529.1pp |
| Employer contribution / active EE | $1,721 | $3,487-50.6% | $2,566-32.9% | $4,779-64.0% |
| Participant deferral / active EE | $6,059 | $4,651+30.3% | $3,568+69.8% | $5,609+8.0% |
| Admin fee / account holder | $440 | $6,392-93.1% | $4,507-90.2% | $10,829-95.9% |