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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 | $19,206 | $57,350-66.5% | $83,850-77.1% | $64,181-70.1% |
| Participation rate | 56.9% | 68.6%-11.7pp | 76.1%-19.3pp | 69.6%-12.7pp |
| Annual return | -6.26% | 11.38%-17.6pp | 850.92%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $980 | $2,545-61.5% | $3,631-73.0% | $2,381-58.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $585 | $4,046-85.5% | $5,478-89.3% | $4,887-88.0% |