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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 | $53,569 | $97,020-44.8% | $83,327-35.7% | $135,380-60.4% |
| Participation rate | 59.1% | 80.4%-21.3pp | 77.8%-18.7pp | 82.6%-23.6pp |
| Annual return | -7.03% | 12.31%-19.3pp | 10.64%-17.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,374 | $4,144-66.8% | $3,379-59.3% | $4,779-71.2% |
| Participant deferral / active EE | $2,749 | $5,964-53.9% | $5,565-50.6% | $5,609-51.0% |
| Admin fee / account holder | $1,409 | $8,426-83.3% | $7,540-81.3% | $10,828-87.0% |