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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 | $17,933 | $49,177-63.5% | $79,466-77.4% | $64,173-72.1% |
| Participation rate | 47.9% | 65.0%-17.2pp | 73.3%-25.5pp | 69.6%-21.7pp |
| Annual return | -6.62% | -1.16%-5.5pp | 718.28%-724.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $545 | $2,076-73.8% | $2,800-80.5% | $2,381-77.1% |
| Participant deferral / active EE | $882 | $2,821-68.7% | $3,704-76.2% | $3,470-74.6% |
| Admin fee / account holder | $358 | $3,839-90.7% | $5,104-93.0% | $4,887-92.7% |