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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 | $25,412 | $75,832-66.5% | $147,617-82.8% | $59,633-57.4% |
| Participation rate | 47.5% | 71.6%-24.0pp | 84.6%-37.1pp | 68.7%-21.1pp |
| Annual return | -0.74% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $383 | $3,485-89.0% | $5,564-93.1% | $2,203-82.6% |
| Participant deferral / active EE | $2,232 | $3,131-28.7% | $4,895-54.4% | $3,192-30.1% |
| Admin fee / account holder | $17,991 | $5,986+200.6% | $11,612+54.9% | $4,297+318.7% |