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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 | $9,839 | $73,863-86.7% | $143,797-93.2% | $68,490-85.6% |
| Participation rate | 60.6% | 66.7%-6.1pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -18.92% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $630 | $3,185-80.2% | $4,952-87.3% | $2,597-75.7% |
| Participant deferral / active EE | $1,008 | $3,385-70.2% | $5,638-82.1% | $4,028-75.0% |
| Admin fee / account holder | $2,638 | $5,756-54.2% | $14,679-82.0% | $5,403-51.2% |