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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 | $16,234 | $54,357-70.1% | $82,706-80.4% | $68,495-76.3% |
| Participation rate | 59.6% | 63.9%-4.3pp | 72.6%-13.0pp | 67.9%-8.3pp |
| Annual return | -15.59% | -13.67%-1.9pp | 701.76%-717.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $777 | $2,218-65.0% | $3,007-74.2% | $2,596-70.1% |
| Participant deferral / active EE | $993 | $3,246-69.4% | $4,394-77.4% | $4,028-75.3% |
| Admin fee / account holder | $456 | $4,396-89.6% | $5,329-91.4% | $5,403-91.6% |