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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 | $36,327 | $95,975-62.1% | $74,549-51.3% | $135,379-73.2% |
| Participation rate | 60.9% | 75.7%-14.8pp | 69.1%-8.3pp | 82.6%-21.8pp |
| Annual return | -6.36% | 56.96%-63.3pp | 32.53%-38.9pp | 519.79%-526.1pp |
| Employer contribution / active EE | $635 | $2,716-76.6% | $1,961-67.6% | $4,779-86.7% |
| Participant deferral / active EE | $1,383 | $3,844-64.0% | $3,108-55.5% | $5,609-75.3% |
| Admin fee / account holder | $603 | $6,522-90.8% | $5,059-88.1% | $10,828-94.4% |