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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 | $13,644 | $73,863-81.5% | $143,797-90.5% | $68,490-80.1% |
| Participation rate | 54.7% | 66.7%-11.9pp | 80.3%-25.6pp | 67.9%-13.2pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,157 | $3,185-63.7% | $4,952-76.6% | $2,597-55.4% |
| Participant deferral / active EE | $2,484 | $3,385-26.6% | $5,638-55.9% | $4,028-38.3% |
| Admin fee / account holder | $312 | $5,756-94.6% | $14,679-97.9% | $5,403-94.2% |