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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 | $19,188 | $49,177-61.0% | $79,466-75.9% | $64,173-70.1% |
| Participation rate | 63.3% | 65.0%-1.8pp | 73.3%-10.1pp | 69.6%-6.3pp |
| Annual return | -7.27% | -1.16%-6.1pp | 718.28%-725.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,020 | $2,076-50.9% | $2,800-63.6% | $2,381-57.1% |
| Participant deferral / active EE | $856 | $2,821-69.7% | $3,704-76.9% | $3,470-75.3% |
| Admin fee / account holder | $935 | $3,839-75.7% | $5,104-81.7% | $4,887-80.9% |