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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 | $25,029 | $54,355-54.0% | $82,744-69.8% | $68,486-63.5% |
| Participation rate | 45.7% | 63.9%-18.2pp | 72.6%-26.8pp | 67.9%-22.2pp |
| Annual return | -15.89% | -13.67%-2.2pp | 702.22%-718.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $840 | $2,219-62.1% | $3,008-72.1% | $2,597-67.6% |
| Participant deferral / active EE | $1,324 | $3,246-59.2% | $4,395-69.9% | $4,028-67.1% |
| Admin fee / account holder | $1,442 | $4,397-67.2% | $5,325-72.9% | $5,404-73.3% |