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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 | $17,863 | $54,355-67.1% | $82,744-78.4% | $68,486-73.9% |
| Participation rate | 52.8% | 63.9%-11.1pp | 72.6%-19.8pp | 67.9%-15.1pp |
| Annual return | -6.92% | -13.67%+6.7pp | 702.22%-709.1pp | -7.85%+0.9pp |
| Employer contribution / active EE | $1,274 | $2,219-42.6% | $3,008-57.6% | $2,597-50.9% |
| Participant deferral / active EE | $2,265 | $3,246-30.2% | $4,395-48.5% | $4,028-43.8% |
| Admin fee / account holder | $673 | $4,397-84.7% | $5,325-87.4% | $5,404-87.6% |