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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 | $15,159 | $49,177-69.2% | $79,466-80.9% | $64,173-76.4% |
| Participation rate | 56.4% | 65.0%-8.6pp | 73.3%-16.9pp | 69.6%-13.2pp |
| Annual return | -1.32% | -1.16%-0.2pp | 718.28%-719.6pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,205 | $2,076-42.0% | $2,800-57.0% | $2,381-49.4% |
| Participant deferral / active EE | $3,590 | $2,821+27.2% | $3,704-3.1% | $3,470+3.5% |
| Admin fee / account holder | $7,815 | $3,839+103.6% | $5,104+53.1% | $4,887+59.9% |