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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 | $14,061 | $95,188-85.2% | $76,518-81.6% | $135,380-89.6% |
| Participation rate | 19.0% | 74.4%-55.3pp | 68.0%-49.0pp | 82.6%-63.6pp |
| Annual return | -3.33% | 4.85%-8.2pp | -0.27%-3.1pp | 519.81%-523.1pp |
| Employer contribution / active EE | $546 | $3,303-83.5% | $2,647-79.4% | $4,779-88.6% |
| Participant deferral / active EE | $883 | $4,640-81.0% | $3,836-77.0% | $5,609-84.3% |
| Admin fee / account holder | $12,432 | $6,249+98.9% | $4,849+156.4% | $10,828+14.8% |