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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 | $15,703 | $75,962-79.3% | $154,108-89.8% | $64,173-75.5% |
| Participation rate | 57.6% | 70.4%-12.8pp | 83.0%-25.4pp | 69.6%-11.9pp |
| Annual return | -5.97% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,256 | $3,350-62.5% | $5,298-76.3% | $2,381-47.3% |
| Participant deferral / active EE | $3,205 | $3,175+1.0% | $5,081-36.9% | $3,470-7.6% |
| Admin fee / account holder | $1,041 | $5,589-81.4% | $13,411-92.2% | $4,887-78.7% |