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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 | $17,967 | $75,832-76.3% | $147,617-87.8% | $59,633-69.9% |
| Participation rate | 37.3% | 71.6%-34.2pp | 84.6%-47.3pp | 68.7%-31.3pp |
| Annual return | -0.97% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $379 | $3,485-89.1% | $5,564-93.2% | $2,203-82.8% |
| Participant deferral / active EE | $1,291 | $3,131-58.8% | $4,895-73.6% | $3,192-59.6% |
| Admin fee / account holder | $741 | $5,986-87.6% | $11,612-93.6% | $4,297-82.8% |