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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 | $26,487 | $100,811-73.7% | $86,698-69.4% | $134,545-80.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -18.38% | 29.11%-47.5pp | 35.96%-54.3pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,090 | $3,490-40.1% | $2,837-26.3% | $4,742-55.9% |
| Participant deferral / active EE | $2,081 | $5,339-61.0% | $4,656-55.3% | $6,401-67.5% |
| Admin fee / account holder | $1,569 | $10,926-85.6% | $7,492-79.1% | $11,431-86.3% |