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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 | $54,036 | $158,852-66.0% | $121,220-55.4% | $135,380-60.1% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -4.93% | -0.64%-4.3pp | 16.94%-21.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $905 | $5,666-84.0% | $4,023-77.5% | $4,779-81.1% |
| Participant deferral / active EE | $982 | $4,006-75.5% | $3,345-70.6% | $5,609-82.5% |
| Admin fee / account holder | $4,282 | $6,515-34.3% | $5,021-14.7% | $10,828-60.5% |