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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 | $15,730 | $82,314-80.9% | $68,808-77.1% | $134,532-88.3% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.0%-29.0pp | 81.2%-41.2pp |
| Annual return | -18.81% | -2.18%-16.6pp | -6.37%-12.4pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,488 | $3,301-54.9% | $2,656-44.0% | $4,741-68.6% |
| Participant deferral / active EE | $3,666 | $4,740-22.6% | $3,942-7.0% | $6,401-42.7% |
| Admin fee / account holder | $1,435 | $6,484-77.9% | $4,936-70.9% | $11,429-87.4% |