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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 | $13,844 | $75,828-81.7% | $147,617-90.6% | $59,632-76.8% |
| Participation rate | 52.3% | 71.6%-19.3pp | 84.6%-32.3pp | 68.7%-16.4pp |
| Annual return | -2.18% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $431 | $3,485-87.6% | $5,565-92.2% | $2,203-80.4% |
| Participant deferral / active EE | $1,423 | $3,130-54.5% | $4,895-70.9% | $3,192-55.4% |
| Admin fee / account holder | $402 | $5,985-93.3% | $11,611-96.5% | $4,297-90.6% |