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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 | $9,707 | $27,632-64.9% | $61,399-84.2% | $68,495-85.8% |
| Participation rate | 69.6% | 39.5%+30.1pp | 52.6%+17.0pp | 67.9%+1.7pp |
| Annual return | -14.78% | -13.24%-1.5pp | 338.81%-353.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $657 | $696-5.6% | $1,159-43.3% | $2,596-74.7% |
| Participant deferral / active EE | $1,656 | $1,264+31.0% | $2,124-22.1% | $4,028-58.9% |
| Admin fee / account holder | $4,344 | $2,010+116.1% | $2,131+103.8% | $5,403-19.6% |