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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 | $21,294 | $95,975-77.8% | $74,549-71.4% | $135,379-84.3% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -7.01% | 56.96%-64.0pp | 32.53%-39.5pp | 519.79%-526.8pp |
| Employer contribution / active EE | $745 | $2,716-72.6% | $1,961-62.0% | $4,779-84.4% |
| Participant deferral / active EE | $966 | $3,844-74.9% | $3,108-68.9% | $5,609-82.8% |
| Admin fee / account holder | $1,950 | $6,522-70.1% | $5,059-61.5% | $10,828-82.0% |