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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 | $14,433 | $75,832-81.0% | $147,617-90.2% | $59,633-75.8% |
| Participation rate | 54.8% | 71.6%-16.7pp | 84.6%-29.8pp | 68.7%-13.8pp |
| Annual return | -2.00% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $492 | $3,485-85.9% | $5,564-91.2% | $2,203-77.7% |
| Participant deferral / active EE | $1,967 | $3,131-37.2% | $4,895-59.8% | $3,192-38.4% |
| Admin fee / account holder | $937 | $5,986-84.3% | $11,612-91.9% | $4,297-78.2% |