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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 | $28,403 | $69,541-59.2% | $59,899-52.6% | $135,380-79.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -3.07% | 7.95%-11.0pp | 3.46%-6.5pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,375 | $3,236-57.5% | $2,723-49.5% | $4,779-71.2% |
| Participant deferral / active EE | $1,361 | $4,206-67.6% | $3,402-60.0% | $5,609-75.7% |
| Admin fee / account holder | $10,541 | $5,737+83.7% | $3,592+193.4% | $10,828-2.7% |