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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 | $27,057 | $57,352-52.8% | $83,831-67.7% | $64,173-57.8% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -7.41% | 11.38%-18.8pp | 850.99%-858.4pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,065 | $2,546+20.4% | $3,631-15.6% | $2,381+28.7% |
| Participant deferral / active EE | $4,605 | $2,993+53.9% | $4,082+12.8% | $3,470+32.7% |
| Admin fee / account holder | $2,652 | $4,046-34.5% | $5,479-51.6% | $4,887-45.7% |