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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 | $37,253 | $84,551-55.9% | $61,452-39.4% | $134,532-72.3% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | -6.37% | 585.39%-591.8pp | 338.96%-345.3pp | 418.27%-424.6pp |
| Employer contribution / active EE | $488 | $1,545-68.4% | $1,160-57.9% | $4,741-89.7% |
| Participant deferral / active EE | $1,672 | $2,818-40.7% | $2,125-21.3% | $6,401-73.9% |
| Admin fee / account holder | $26,022 | $2,587+905.7% | $2,131+1121.1% | $11,429+127.7% |