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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 | $31,261 | $57,352-45.5% | $83,830-62.7% | $64,173-51.3% |
| Participation rate | 58.3% | 68.6%-10.3pp | 76.1%-17.8pp | 69.6%-11.2pp |
| Annual return | -4.99% | 11.38%-16.4pp | 850.97%-856.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,330 | $2,546-47.7% | $3,631-63.4% | $2,381-44.1% |
| Participant deferral / active EE | $1,886 | $2,993-37.0% | $4,082-53.8% | $3,470-45.6% |
| Admin fee / account holder | $1,443 | $4,046-64.3% | $5,479-73.7% | $4,887-70.5% |