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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 | $16,113 | $104,116-84.5% | $71,089-77.3% | $135,380-88.1% |
| Participation rate | 57.9% | 65.7%-7.8pp | 54.6%+3.2pp | 82.6%-24.7pp |
| Annual return | -8.76% | 1256.51%-1265.3pp | 650.65%-659.4pp | 519.81%-528.6pp |
| Employer contribution / active EE | $299 | $1,485-79.9% | $1,088-72.5% | $4,779-93.7% |
| Participant deferral / active EE | $1,350 | $2,524-46.5% | $1,873-27.9% | $5,609-75.9% |
| Admin fee / account holder | $918 | $4,142-77.8% | $3,082-70.2% | $10,828-91.5% |