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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 | $15,558 | $82,314-81.1% | $68,808-77.4% | $134,532-88.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,691 | $3,301-18.5% | $2,656+1.3% | $4,741-43.2% |
| Participant deferral / active EE | $9,460 | $4,740+99.6% | $3,942+140.0% | $6,401+47.8% |
| Admin fee / account holder | $603 | $6,484-90.7% | $4,936-87.8% | $11,429-94.7% |