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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 | $14,386 | $47,977-70.0% | $154,108-90.7% | $56,289-74.4% |
| Participation rate | 48.0% | 66.2%-18.1pp | 83.0%-35.0pp | 69.9%-21.8pp |
| Annual return | -5.50% | 3.54%-9.0pp | 735.21%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $631 | $2,169-70.9% | $5,298-88.1% | $2,111-70.1% |
| Participant deferral / active EE | $1,608 | $2,392-32.8% | $5,081-68.3% | $3,350-52.0% |
| Admin fee / account holder | $3,320 | $438+657.6% | $13,411-75.2% | $521+537.3% |