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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 | $29,150 | $95,188-69.4% | $76,518-61.9% | $135,379-78.5% |
| Participation rate | 56.3% | 74.4%-18.1pp | 68.0%-11.7pp | 82.6%-26.4pp |
| Annual return | -6.96% | 4.85%-11.8pp | -0.27%-6.7pp | 519.79%-526.8pp |
| Employer contribution / active EE | $894 | $3,303-72.9% | $2,647-66.2% | $4,779-81.3% |
| Participant deferral / active EE | $2,984 | $4,640-35.7% | $3,836-22.2% | $5,609-46.8% |
| Admin fee / account holder | $683 | $6,249-89.1% | $4,849-85.9% | $10,828-93.7% |