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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 | $17,340 | $97,020-82.1% | $83,327-79.2% | $135,380-87.2% |
| Participation rate | 65.0% | 80.4%-15.4pp | 77.8%-12.8pp | 82.6%-17.6pp |
| Annual return | -9.59% | 12.31%-21.9pp | 10.64%-20.2pp | 519.81%-529.4pp |
| Employer contribution / active EE | $418 | $4,144-89.9% | $3,379-87.6% | $4,779-91.3% |
| Participant deferral / active EE | $3,474 | $5,964-41.8% | $5,565-37.6% | $5,609-38.1% |
| Admin fee / account holder | $8,475 | $8,426+0.6% | $7,540+12.4% | $10,828-21.7% |