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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 | $6,866 | $76,407-91.0% | $150,298-95.4% | $82,448-91.7% |
| Participation rate | 22.2% | 66.4%-44.2pp | 77.8%-55.5pp | 68.1%-45.8pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $454 | $2,614-82.6% | $4,154-89.1% | $2,551-82.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,760 | $6,352-56.5% | $14,116-80.4% | $7,234-61.8% |