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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 | $11,512 | $73,839-84.4% | $143,788-92.0% | $68,495-83.2% |
| Participation rate | 51.9% | 66.7%-14.8pp | 80.3%-28.5pp | 67.9%-16.0pp |
| Annual return | -9.55% | 1.01%-10.6pp | -0.03%-9.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $567 | $3,184-82.2% | $4,952-88.5% | $2,596-78.1% |
| Participant deferral / active EE | $1,763 | $3,384-47.9% | $5,638-68.7% | $4,028-56.2% |
| Admin fee / account holder | $3,827 | $5,755-33.5% | $14,675-73.9% | $5,403-29.2% |