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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 | $17,105 | $95,915-82.2% | $79,580-78.5% | $134,532-87.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 69.5%-49.5pp | 81.2%-61.2pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,363 | $3,129-56.4% | $2,413-43.5% | $4,741-71.2% |
| Participant deferral / active EE | $2,201 | $4,693-53.1% | $3,985-44.8% | $6,401-65.6% |
| Admin fee / account holder | $480 | $9,132-94.7% | $6,835-93.0% | $11,429-95.8% |