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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 | $9,766 | $54,357-82.0% | $82,706-88.2% | $68,495-85.7% |
| Participation rate | 50.8% | 63.9%-13.1pp | 72.6%-21.8pp | 67.9%-17.1pp |
| Annual return | -16.92% | -13.67%-3.3pp | 701.76%-718.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $493 | $2,218-77.8% | $3,007-83.6% | $2,596-81.0% |
| Participant deferral / active EE | $1,767 | $3,246-45.6% | $4,394-59.8% | $4,028-56.1% |
| Admin fee / account holder | $965 | $4,396-78.0% | $5,329-81.9% | $5,403-82.1% |