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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 | $17,943 | $95,915-81.3% | $79,580-77.5% | $134,532-86.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -17.78% | -2.71%-15.1pp | 0.15%-17.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,208 | $3,129-61.4% | $2,413-49.9% | $4,741-74.5% |
| Participant deferral / active EE | $4,114 | $4,693-12.3% | $3,985+3.2% | $6,401-35.7% |
| Admin fee / account holder | $3,251 | $9,132-64.4% | $6,835-52.4% | $11,429-71.6% |