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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 | $37,993 | $54,355-30.1% | $82,744-54.1% | $68,486-44.5% |
| Participation rate | 13.3% | 63.9%-50.6pp | 72.6%-59.2pp | 67.9%-54.6pp |
| Annual return | -14.13% | -13.67%-0.5pp | 702.22%-716.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $515 | $2,219-76.8% | $3,008-82.9% | $2,597-80.2% |
| Participant deferral / active EE | $1,276 | $3,246-60.7% | $4,395-71.0% | $4,028-68.3% |
| Admin fee / account holder | $900 | $4,397-79.5% | $5,325-83.1% | $5,404-83.3% |