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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 | $3,761 | $27,639-86.4% | $61,501-93.9% | $68,490-94.5% |
| Participation rate | 23.7% | 39.5%-15.8pp | 52.6%-28.9pp | 67.9%-44.2pp |
| Annual return | -3.03% | -13.19%+10.2pp | 339.04%-342.1pp | -7.85%+4.8pp |
| Employer contribution / active EE | $202 | $696-70.9% | $1,160-82.6% | $2,597-92.2% |
| Participant deferral / active EE | $345 | $1,264-72.7% | $2,125-83.8% | $4,028-91.4% |
| Admin fee / account holder | $1,741 | $2,012-13.5% | $2,132-18.3% | $5,403-67.8% |