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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 | $20,475 | $75,962-73.0% | $154,111-86.7% | $64,173-68.1% |
| Participation rate | 59.0% | 70.4%-11.4pp | 83.0%-24.0pp | 69.6%-10.6pp |
| Annual return | -7.54% | 30.32%-37.9pp | 735.18%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,021 | $3,350-69.5% | $5,298-80.7% | $2,381-57.1% |
| Participant deferral / active EE | $2,342 | $3,175-26.2% | $5,081-53.9% | $3,470-32.5% |
| Admin fee / account holder | $2,148 | $5,589-61.6% | $13,411-84.0% | $4,887-56.0% |