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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 | $12,963 | $49,177-73.6% | $79,467-83.7% | $64,173-79.8% |
| Participation rate | 57.4% | 65.0%-7.6pp | 73.3%-15.9pp | 69.6%-12.1pp |
| Annual return | -4.72% | -1.16%-3.6pp | 718.30%-723.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $645 | $2,076-68.9% | $2,800-77.0% | $2,381-72.9% |
| Participant deferral / active EE | $1,536 | $2,821-45.6% | $3,704-58.5% | $3,470-55.7% |
| Admin fee / account holder | $902 | $3,839-76.5% | $5,104-82.3% | $4,887-81.5% |