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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 | $29,906 | $54,355-45.0% | $82,744-63.9% | $68,486-56.3% |
| Participation rate | 64.7% | 63.9%+0.8pp | 72.6%-7.9pp | 67.9%-3.2pp |
| Annual return | -16.59% | -13.67%-2.9pp | 702.22%-718.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $675 | $2,219-69.6% | $3,008-77.5% | $2,597-74.0% |
| Participant deferral / active EE | $1,438 | $3,246-55.7% | $4,395-67.3% | $4,028-64.3% |
| Admin fee / account holder | $3,496 | $4,397-20.5% | $5,325-34.3% | $5,404-35.3% |