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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 | $25,561 | $117,694-78.3% | $71,755-64.4% | $134,532-81.0% |
| Participation rate | 66.7% | 68.8%-2.2pp | 62.3%+4.3pp | 81.2%-14.6pp |
| Annual return | -17.12% | 25.33%-42.5pp | 9.09%-26.2pp | 418.27%-435.4pp |
| Employer contribution / active EE | $523 | $2,523-79.3% | $1,704-69.3% | $4,741-89.0% |
| Participant deferral / active EE | $1,147 | $3,753-69.4% | $2,656-56.8% | $6,401-82.1% |
| Admin fee / account holder | $2,003 | $6,374-68.6% | $3,972-49.6% | $11,429-82.5% |