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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 | $8,022 | $27,632-71.0% | $61,452-86.9% | $68,486-88.3% |
| Participation rate | 11.5% | 39.5%-28.0pp | 52.6%-41.1pp | 67.9%-56.4pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $246 | $696-64.7% | $1,160-78.8% | $2,597-90.5% |
| Participant deferral / active EE | $516 | $1,264-59.1% | $2,125-75.7% | $4,028-87.2% |
| Admin fee / account holder | $545 | $2,010-72.9% | $2,131-74.4% | $5,404-89.9% |