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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 | $22,625 | $82,314-72.5% | $68,808-67.1% | $134,532-83.2% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.0%-14.5pp | 81.2%-26.7pp |
| Annual return | -19.68% | -2.18%-17.5pp | -6.37%-13.3pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,278 | $3,301-61.3% | $2,656-51.9% | $4,741-73.0% |
| Participant deferral / active EE | $5,143 | $4,740+8.5% | $3,942+30.5% | $6,401-19.6% |
| Admin fee / account holder | $3,522 | $6,484-45.7% | $4,936-28.6% | $11,429-69.2% |