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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 | $11,096 | $32,117-65.5% | $71,086-84.4% | $64,181-82.7% |
| Participation rate | 51.9% | 42.7%+9.2pp | 54.7%-2.8pp | 69.6%-17.7pp |
| Annual return | -9.78% | -5.57%-4.2pp | 650.59%-660.4pp | 7.63%-17.4pp |
| Employer contribution / active EE | $400 | $712-43.8% | $1,088-63.2% | $2,381-83.2% |
| Participant deferral / active EE | $1,758 | $1,263+39.2% | $1,874-6.2% | $3,470-49.3% |
| Admin fee / account holder | $709 | $2,759-74.3% | $3,082-77.0% | $4,887-85.5% |