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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 | $4,157 | $57,072-92.7% | - | $125,389-96.7% |
| Participation rate | 37.5% | 73.1%-35.6pp | - | 83.2%-45.7pp |
| Annual return | -2.29% | 36.57%-38.9pp | - | 282.24%-284.5pp |
| Employer contribution / active EE | $2,427 | $3,605-32.7% | - | $4,866-50.1% |
| Participant deferral / active EE | $397 | $3,350-88.1% | - | $5,352-92.6% |
| Admin fee / account holder | $502 | $2,644-81.0% | - | $9,541-94.7% |