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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 | $58,135 | $57,352+1.4% | $83,831-30.7% | $64,173-9.4% |
| Participation rate | 51.9% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.7pp |
| Annual return | -6.18% | 11.38%-17.6pp | 850.99%-857.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,596 | $2,546-37.3% | $3,631-56.0% | $2,381-33.0% |
| Participant deferral / active EE | $2,616 | $2,993-12.6% | $4,082-35.9% | $3,470-24.6% |
| Admin fee / account holder | $722 | $4,046-82.2% | $5,479-86.8% | $4,887-85.2% |