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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 | $12,584 | $27,632-54.5% | $61,452-79.5% | $68,486-81.6% |
| Participation rate | 36.1% | 39.5%-3.4pp | 52.6%-16.4pp | 67.9%-31.7pp |
| Annual return | -16.81% | -13.24%-3.6pp | 338.96%-355.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $366 | $696-47.5% | $1,160-68.5% | $2,597-85.9% |
| Participant deferral / active EE | $556 | $1,264-56.0% | $2,125-73.8% | $4,028-86.2% |
| Admin fee / account holder | $1,144 | $2,010-43.1% | $2,131-46.3% | $5,404-78.8% |