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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 | $18,219 | $49,177-63.0% | $79,467-77.1% | $64,173-71.6% |
| Participation rate | 58.3% | 65.0%-6.7pp | 73.3%-15.0pp | 69.6%-11.2pp |
| Annual return | -3.43% | -1.16%-2.3pp | 718.30%-721.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $766 | $2,076-63.1% | $2,800-72.6% | $2,381-67.8% |
| Participant deferral / active EE | $1,085 | $2,821-61.6% | $3,704-70.7% | $3,470-68.7% |
| Admin fee / account holder | $942 | $3,839-75.5% | $5,104-81.5% | $4,887-80.7% |