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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 | $56,642 | $27,639+104.9% | $61,501-7.9% | $68,490-17.3% |
| Participation rate | 18.4% | 39.5%-21.1pp | 52.6%-34.2pp | 67.9%-49.5pp |
| Annual return | -16.11% | -13.19%-2.9pp | 339.04%-355.2pp | -7.85%-8.3pp |
| Employer contribution / active EE | $290 | $696-58.3% | $1,160-75.0% | $2,597-88.8% |
| Participant deferral / active EE | $290 | $1,264-77.1% | $2,125-86.4% | $4,028-92.8% |
| Admin fee / account holder | $988 | $2,012-50.9% | $2,132-53.7% | $5,403-81.7% |