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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 | $47,181 | $28,109+67.9% | $71,089-33.6% | $56,289-16.2% |
| Participation rate | 14.6% | 40.4%-25.9pp | 54.6%-40.1pp | 69.9%-55.3pp |
| Annual return | -8.35% | -615.05%+606.7pp | 650.65%-659.0pp | -9.96%+1.6pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $641 | $1,116-42.6% | $1,873-65.8% | $3,350-80.9% |
| Admin fee / account holder | $3,694 | $585+531.7% | $3,082+19.8% | $521+609.0% |