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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 | $23,286 | $107,809-78.4% | $90,657-74.3% | $135,380-82.8% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.0%-49.0pp | 82.6%-57.6pp |
| Annual return | -6.77% | -0.90%-5.9pp | 1.89%-8.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $492 | $3,018-83.7% | $2,532-80.6% | $4,779-89.7% |
| Participant deferral / active EE | $768 | $3,872-80.2% | $3,424-77.6% | $5,609-86.3% |
| Admin fee / account holder | $6,492 | $5,931+9.5% | $4,994+30.0% | $10,828-40.0% |