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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 | $18,081 | $158,852-88.6% | $121,220-85.1% | $135,380-86.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -7.89% | -0.64%-7.2pp | 16.94%-24.8pp | 519.81%-527.7pp |
| Employer contribution / active EE | $305 | $5,666-94.6% | $4,023-92.4% | $4,779-93.6% |
| Participant deferral / active EE | $1,412 | $4,006-64.8% | $3,345-57.8% | $5,609-74.8% |
| Admin fee / account holder | $829 | $6,515-87.3% | $5,021-83.5% | $10,828-92.3% |