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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 | $14,665 | $73,863-80.1% | $143,797-89.8% | $68,490-78.6% |
| Participation rate | 45.7% | 66.7%-21.0pp | 80.3%-34.6pp | 67.9%-22.2pp |
| Annual return | -14.91% | 0.91%-15.8pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $482 | $3,185-84.9% | $4,952-90.3% | $2,597-81.5% |
| Participant deferral / active EE | $1,616 | $3,385-52.2% | $5,638-71.3% | $4,028-59.9% |
| Admin fee / account holder | $537 | $5,756-90.7% | $14,679-96.3% | $5,403-90.1% |