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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 | $23,737 | $49,177-51.7% | $79,466-70.1% | $64,173-63.0% |
| Participation rate | 66.0% | 65.0%+1.0pp | 73.3%-7.3pp | 69.6%-3.5pp |
| Annual return | -6.03% | -1.16%-4.9pp | 718.28%-724.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $699 | $2,076-66.3% | $2,800-75.0% | $2,381-70.7% |
| Participant deferral / active EE | $1,642 | $2,821-41.8% | $3,704-55.7% | $3,470-52.7% |
| Admin fee / account holder | $2,417 | $3,839-37.0% | $5,104-52.6% | $4,887-50.5% |