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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 | $33,169 | $51,226-35.2% | $82,744-59.9% | $66,938-50.4% |
| Participation rate | 39.5% | 67.9%-28.4pp | 72.6%-33.1pp | 69.8%-30.3pp |
| Annual return | -15.50% | -9.61%-5.9pp | 702.22%-717.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,105 | $2,612-57.7% | $3,008-63.3% | $2,545-56.6% |
| Participant deferral / active EE | $2,765 | $3,460-20.1% | $4,395-37.1% | $4,238-34.8% |
| Admin fee / account holder | $9,803 | $416+2259.3% | $5,325+84.1% | $594+1551.7% |