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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 | $37,461 | $95,895-60.9% | $79,576-52.9% | $134,509-72.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | -20.39% | -2.72%-17.7pp | 0.15%-20.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $871 | $3,128-72.2% | $2,413-63.9% | $4,741-81.6% |
| Participant deferral / active EE | $1,359 | $4,693-71.1% | $3,985-65.9% | $6,400-78.8% |
| Admin fee / account holder | $649 | $9,129-92.9% | $6,834-90.5% | $11,427-94.3% |