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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 | $14,496 | $27,626-47.5% | $61,389-76.4% | $68,498-78.8% |
| Participation rate | 13.6% | 39.5%-25.9pp | 52.6%-38.9pp | 67.9%-54.3pp |
| Annual return | -14.77% | -13.24%-1.5pp | 338.73%-353.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $469 | $1,263-62.9% | $2,125-78.0% | $4,027-88.4% |
| Admin fee / account holder | $3,788 | $2,010+88.5% | $2,130+77.8% | $5,403-29.9% |