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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 | $61,333 | $57,352+6.9% | $83,831-26.8% | $64,173-4.4% |
| Participation rate | 41.2% | 68.6%-27.4pp | 76.1%-35.0pp | 69.6%-28.4pp |
| Annual return | -8.27% | 11.38%-19.7pp | 850.99%-859.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $790 | $2,546-69.0% | $3,631-78.3% | $2,381-66.8% |
| Participant deferral / active EE | $1,280 | $2,993-57.2% | $4,082-68.7% | $3,470-63.1% |
| Admin fee / account holder | $680 | $4,046-83.2% | $5,479-87.6% | $4,887-86.1% |