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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 | $16,183 | $75,962-78.7% | $154,108-89.5% | $64,173-74.8% |
| Participation rate | 54.8% | 70.4%-15.6pp | 83.0%-28.2pp | 69.6%-14.7pp |
| Annual return | -0.37% | 30.32%-30.7pp | 735.21%-735.6pp | 7.63%-8.0pp |
| Employer contribution / active EE | $389 | $3,350-88.4% | $5,298-92.7% | $2,381-83.7% |
| Participant deferral / active EE | $1,053 | $3,175-66.8% | $5,081-79.3% | $3,470-69.7% |
| Admin fee / account holder | $3,512 | $5,589-37.2% | $13,411-73.8% | $4,887-28.2% |