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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 | $27,974 | $75,962-63.2% | $154,111-81.8% | $64,173-56.4% |
| Participation rate | 19.8% | 70.4%-50.7pp | 83.0%-63.3pp | 69.6%-49.8pp |
| Annual return | -6.81% | 30.32%-37.1pp | 735.18%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $663 | $3,350-80.2% | $5,298-87.5% | $2,381-72.2% |
| Participant deferral / active EE | $2,039 | $3,175-35.8% | $5,081-59.9% | $3,470-41.2% |
| Admin fee / account holder | $1,558 | $5,589-72.1% | $13,411-88.4% | $4,887-68.1% |