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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 | $20,426 | $26,549-23.1% | $61,452-66.8% | $66,938-69.5% |
| Participation rate | 29.4% | 38.1%-8.7pp | 52.6%-23.2pp | 69.8%-40.5pp |
| Annual return | -16.04% | -16.21%+0.2pp | 338.96%-355.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $381 | $651-41.5% | $1,160-67.1% | $2,545-85.0% |
| Participant deferral / active EE | $1,083 | $1,338-19.1% | $2,125-49.0% | $4,238-74.5% |
| Admin fee / account holder | $9,973 | $409+2340.8% | $2,131+368.0% | $594+1580.4% |