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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 | $12,851 | $54,370-76.4% | $82,763-84.5% | $68,490-81.2% |
| Participation rate | 39.0% | 63.9%-24.9pp | 72.6%-33.5pp | 67.9%-28.9pp |
| Annual return | -16.11% | -13.67%-2.4pp | 702.45%-718.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $463 | $2,219-79.1% | $3,008-84.6% | $2,597-82.2% |
| Participant deferral / active EE | $1,531 | $3,247-52.8% | $4,395-65.2% | $4,028-62.0% |
| Admin fee / account holder | $1,445 | $4,398-67.1% | $5,325-72.9% | $5,403-73.3% |