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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 | $25,709 | $75,959-66.2% | $154,114-83.3% | $64,181-59.9% |
| Participation rate | 28.3% | 70.4%-42.1pp | 83.0%-54.7pp | 69.6%-41.3pp |
| Annual return | -6.77% | 30.32%-37.1pp | 735.16%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $736 | $3,350-78.0% | $5,298-86.1% | $2,381-69.1% |
| Participant deferral / active EE | $1,385 | $3,175-56.4% | $5,081-72.7% | $3,470-60.1% |
| Admin fee / account holder | $1,892 | $5,589-66.1% | $13,411-85.9% | $4,887-61.3% |