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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 | $14,781 | $75,962-80.5% | $154,108-90.4% | $64,173-77.0% |
| Participation rate | 49.4% | 70.4%-21.0pp | 83.0%-33.6pp | 69.6%-20.1pp |
| Annual return | -7.86% | 30.32%-38.2pp | 735.21%-743.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $839 | $3,350-75.0% | $5,298-84.2% | $2,381-64.8% |
| Participant deferral / active EE | $1,714 | $3,175-46.0% | $5,081-66.3% | $3,470-50.6% |
| Admin fee / account holder | $512 | $5,589-90.8% | $13,411-96.2% | $4,887-89.5% |