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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 | $21,107 | $82,314-74.4% | $68,808-69.3% | $134,532-84.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -17.58% | -2.18%-15.4pp | -6.37%-11.2pp | 418.27%-435.8pp |
| Employer contribution / active EE | $935 | $3,301-71.7% | $2,656-64.8% | $4,741-80.3% |
| Participant deferral / active EE | $4,432 | $4,740-6.5% | $3,942+12.4% | $6,401-30.8% |
| Admin fee / account holder | $354 | $6,484-94.5% | $4,936-92.8% | $11,429-96.9% |