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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 | $20,381 | $75,962-73.2% | $154,111-86.8% | $64,173-68.2% |
| Participation rate | 45.4% | 70.4%-25.1pp | 83.0%-37.7pp | 69.6%-24.2pp |
| Annual return | -0.38% | 30.32%-30.7pp | 735.18%-735.6pp | 7.63%-8.0pp |
| Employer contribution / active EE | $919 | $3,350-72.6% | $5,298-82.7% | $2,381-61.4% |
| Participant deferral / active EE | $2,126 | $3,175-33.0% | $5,081-58.2% | $3,470-38.7% |
| Admin fee / account holder | $789 | $5,589-85.9% | $13,411-94.1% | $4,887-83.9% |