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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 | $23,952 | $73,848-67.6% | $143,799-83.3% | $68,486-65.0% |
| Participation rate | 37.5% | 66.7%-29.2pp | 80.3%-42.8pp | 67.9%-30.4pp |
| Annual return | -11.17% | 0.91%-12.1pp | -0.04%-11.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $512 | $3,184-83.9% | $4,952-89.7% | $2,597-80.3% |
| Participant deferral / active EE | $1,282 | $3,385-62.1% | $5,638-77.3% | $4,028-68.2% |
| Admin fee / account holder | $556 | $5,755-90.3% | $14,677-96.2% | $5,404-89.7% |