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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 | $15,330 | $95,193-83.9% | $76,523-80.0% | $135,382-88.7% |
| Participation rate | 55.0% | 74.4%-19.4pp | 68.0%-13.0pp | 82.6%-27.6pp |
| Annual return | -4.78% | 4.85%-9.6pp | -0.27%-4.5pp | 519.77%-524.6pp |
| Employer contribution / active EE | $1,038 | $3,302-68.6% | $2,647-60.8% | $4,779-78.3% |
| Participant deferral / active EE | $4,312 | $4,639-7.1% | $3,835+12.4% | $5,609-23.1% |
| Admin fee / account holder | $2,062 | $6,249-67.0% | $4,848-57.5% | $10,829-81.0% |