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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 | $13,306 | $82,324-83.8% | $68,803-80.7% | $134,545-90.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -12.52% | -2.17%-10.3pp | -6.37%-6.2pp | 418.37%-430.9pp |
| Employer contribution / active EE | $1,495 | $3,302-54.7% | $2,656-43.7% | $4,742-68.5% |
| Participant deferral / active EE | $1,759 | $4,740-62.9% | $3,942-55.4% | $6,401-72.5% |
| Admin fee / account holder | $68,326 | $6,485+953.6% | $4,936+1284.3% | $11,431+497.7% |