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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 | $13,233 | $54,355-75.7% | $82,744-84.0% | $68,486-80.7% |
| Participation rate | 55.3% | 63.9%-8.6pp | 72.6%-17.2pp | 67.9%-12.6pp |
| Annual return | -16.21% | -13.67%-2.5pp | 702.22%-718.4pp | -7.85%-8.4pp |
| Employer contribution / active EE | $313 | $2,219-85.9% | $3,008-89.6% | $2,597-87.9% |
| Participant deferral / active EE | $1,179 | $3,246-63.7% | $4,395-73.2% | $4,028-70.7% |
| Admin fee / account holder | $821 | $4,397-81.3% | $5,325-84.6% | $5,404-84.8% |