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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 | $18,888 | $68,486-72.4% | $46,104-59.0% | $68,486-72.4% |
| Participation rate | 38.8% | 67.9%-29.1pp | 66.0%-27.3pp | 67.9%-29.1pp |
| Annual return | 0.00% | -7.85%+7.9pp | -24.66%+24.7pp | -7.85%+7.9pp |
| Employer contribution / active EE | $537 | $2,597-79.3% | $8,850-93.9% | $2,597-79.3% |
| Participant deferral / active EE | $2,002 | $4,028-50.3% | $1,001+100.0% | $4,028-50.3% |
| Admin fee / account holder | $5,958 | $5,404+10.3% | $11,696-49.1% | $5,404+10.3% |