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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 | $14,807 | $61,789-76.0% | $97,167-84.8% | $80,874-81.7% |
| Participation rate | 23.8% | 63.5%-39.7pp | 72.7%-48.9pp | 67.6%-43.8pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.27%-75.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $542 | $1,837-70.5% | $2,729-80.1% | $2,756-80.3% |
| Participant deferral / active EE | $2,752 | $3,028-9.1% | $4,264-35.4% | $4,297-35.9% |
| Admin fee / account holder | $499 | $5,168-90.3% | $5,650-91.2% | $6,935-92.8% |