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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 | $28,889 | $69,541-58.5% | $59,899-51.8% | $135,380-78.7% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.7%-11.1pp | 82.6%-19.0pp |
| Annual return | -4.26% | 7.95%-12.2pp | 3.46%-7.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,257 | $3,236-61.2% | $2,723-53.8% | $4,779-73.7% |
| Participant deferral / active EE | $1,257 | $4,206-70.1% | $3,402-63.1% | $5,609-77.6% |
| Admin fee / account holder | $874 | $5,737-84.8% | $3,592-75.7% | $10,828-91.9% |