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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 | $29,222 | $129,959-77.5% | $104,301-72.0% | $134,532-78.3% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -18.56% | 42.04%-60.6pp | 24.61%-43.2pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,555 | $4,185-62.9% | $3,373-53.9% | $4,741-67.2% |
| Participant deferral / active EE | $2,480 | $5,589-55.6% | $4,626-46.4% | $6,401-61.3% |
| Admin fee / account holder | $377 | $9,325-96.0% | $7,340-94.9% | $11,429-96.7% |