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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 | $15,922 | $73,848-78.4% | $143,799-88.9% | $68,486-76.8% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -13.06% | 0.91%-14.0pp | -0.04%-13.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,022 | $3,184-67.9% | $4,952-79.4% | $2,597-60.6% |
| Participant deferral / active EE | $1,415 | $3,385-58.2% | $5,638-74.9% | $4,028-64.9% |
| Admin fee / account holder | $468 | $5,755-91.9% | $14,677-96.8% | $5,404-91.3% |