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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 | $15,414 | $48,274-68.1% | $63,244-75.6% | $59,633-74.2% |
| Participation rate | 46.6% | 66.3%-19.8pp | 71.0%-24.5pp | 68.7%-22.1pp |
| Annual return | 0.91% | -240.79%+241.7pp | -70.31%+71.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $354 | $1,586-77.7% | $2,322-84.8% | $2,203-83.9% |
| Participant deferral / active EE | $2,511 | $2,343+7.2% | $2,953-15.0% | $3,192-21.3% |
| Admin fee / account holder | $1,799 | $3,600-50.0% | $5,893-69.5% | $4,297-58.1% |