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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 | $42,566 | $95,895-55.6% | $79,576-46.5% | $134,509-68.4% |
| Participation rate | 68.8% | 75.0%-6.3pp | 69.5%-0.7pp | 81.2%-12.5pp |
| Annual return | 9.30% | -2.72%+12.0pp | 0.15%+9.2pp | 418.13%-408.8pp |
| Employer contribution / active EE | $1,529 | $3,128-51.1% | $2,413-36.6% | $4,741-67.7% |
| Participant deferral / active EE | $1,351 | $4,693-71.2% | $3,985-66.1% | $6,400-78.9% |
| Admin fee / account holder | $29,193 | $9,129+219.8% | $6,834+327.2% | $11,427+155.5% |