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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 | $55,829 | $32,117+73.8% | $71,086-21.5% | $64,181-13.0% |
| Participation rate | 8.6% | 42.7%-34.1pp | 54.7%-46.0pp | 69.6%-60.9pp |
| Annual return | -6.03% | -5.57%-0.5pp | 650.59%-656.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $105 | $712-85.2% | $1,088-90.3% | $2,381-95.6% |
| Participant deferral / active EE | $460 | $1,263-63.6% | $1,874-75.5% | $3,470-86.7% |
| Admin fee / account holder | $1,511 | $2,759-45.2% | $3,082-51.0% | $4,887-69.1% |