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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 | $28,944 | $75,962-61.9% | $154,111-81.2% | $64,173-54.9% |
| Participation rate | 22.5% | 70.4%-47.9pp | 83.0%-60.6pp | 69.6%-47.1pp |
| Annual return | -4.48% | 30.32%-34.8pp | 735.18%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $972 | $3,350-71.0% | $5,298-81.7% | $2,381-59.2% |
| Participant deferral / active EE | $967 | $3,175-69.5% | $5,081-81.0% | $3,470-72.1% |
| Admin fee / account holder | $5,980 | $5,589+7.0% | $13,411-55.4% | $4,887+22.4% |