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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 | $37,245 | $54,355-31.5% | $82,744-55.0% | $68,486-45.6% |
| Participation rate | 37.5% | 63.9%-26.4pp | 72.6%-35.1pp | 67.9%-30.4pp |
| Annual return | -14.43% | -13.67%-0.8pp | 702.22%-716.6pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,151 | $2,219-48.1% | $3,008-61.7% | $2,597-55.7% |
| Participant deferral / active EE | $2,255 | $3,246-30.5% | $4,395-48.7% | $4,028-44.0% |
| Admin fee / account holder | $483 | $4,397-89.0% | $5,325-90.9% | $5,404-91.1% |