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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 | $16,800 | $54,357-69.1% | $82,706-79.7% | $68,495-75.5% |
| Participation rate | 59.3% | 63.9%-4.7pp | 72.6%-13.3pp | 67.9%-8.6pp |
| Annual return | -9.14% | -13.67%+4.5pp | 701.76%-710.9pp | -7.84%-1.3pp |
| Employer contribution / active EE | $724 | $2,218-67.4% | $3,007-75.9% | $2,596-72.1% |
| Participant deferral / active EE | $1,146 | $3,246-64.7% | $4,394-73.9% | $4,028-71.5% |
| Admin fee / account holder | $1,131 | $4,396-74.3% | $5,329-78.8% | $5,403-79.1% |