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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 | $27,861 | $59,116-52.9% | $86,438-67.8% | $68,486-59.3% |
| Participation rate | 60.9% | 75.2%-14.4pp | 80.3%-19.5pp | 67.9%-7.0pp |
| Annual return | -18.06% | -0.23%-17.8pp | 4397.19%-4415.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,782 | $2,519-29.3% | $3,769-52.7% | $2,597-31.4% |
| Participant deferral / active EE | $4,168 | $5,902-29.4% | $6,952-40.0% | $4,028+3.5% |
| Admin fee / account holder | $1,299 | $5,639-77.0% | $6,733-80.7% | $5,404-76.0% |