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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 | $8,308 | $32,117-74.1% | $71,089-88.3% | $64,173-87.1% |
| Participation rate | 64.3% | 42.7%+21.6pp | 54.6%+9.6pp | 69.6%-5.3pp |
| Annual return | -5.39% | -5.57%+0.2pp | 650.65%-656.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $434 | $712-39.1% | $1,088-60.1% | $2,381-81.8% |
| Participant deferral / active EE | $1,199 | $1,263-5.1% | $1,873-36.0% | $3,470-65.5% |
| Admin fee / account holder | $445 | $2,759-83.9% | $3,082-85.6% | $4,887-90.9% |