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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 | $30,651 | $92,219-66.8% | $76,767-60.1% | $135,380-77.4% |
| Participation rate | 56.3% | 79.8%-23.5pp | 77.0%-20.7pp | 82.6%-26.4pp |
| Annual return | -5.62% | 5.46%-11.1pp | 2.43%-8.0pp | 519.81%-525.4pp |
| Employer contribution / active EE | $800 | $3,216-75.1% | $2,485-67.8% | $4,779-83.3% |
| Participant deferral / active EE | $1,460 | $4,508-67.6% | $3,852-62.1% | $5,609-74.0% |
| Admin fee / account holder | $1,111 | $10,749-89.7% | $6,675-83.4% | $10,828-89.7% |