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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 | $11,724 | $104,116-88.7% | $71,089-83.5% | $135,380-91.3% |
| Participation rate | 52.6% | 65.7%-13.0pp | 54.6%-2.0pp | 82.6%-30.0pp |
| Annual return | -1.26% | 1256.51%-1257.8pp | 650.65%-651.9pp | 519.81%-521.1pp |
| Employer contribution / active EE | $387 | $1,485-74.0% | $1,088-64.4% | $4,779-91.9% |
| Participant deferral / active EE | $747 | $2,524-70.4% | $1,873-60.1% | $5,609-86.7% |
| Admin fee / account holder | $2,251 | $4,142-45.6% | $3,082-27.0% | $10,828-79.2% |