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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 | $21,305 | $75,962-72.0% | $154,108-86.2% | $64,173-66.8% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -7.36% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,241 | $3,350-62.9% | $5,298-76.6% | $2,381-47.9% |
| Participant deferral / active EE | $1,825 | $3,175-42.5% | $5,081-64.1% | $3,470-47.4% |
| Admin fee / account holder | $13,070 | $5,589+133.9% | $13,411-2.5% | $4,887+167.4% |