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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 | $34,543 | $54,355-36.5% | $82,744-58.3% | $68,486-49.6% |
| Participation rate | 46.9% | 63.9%-17.1pp | 72.6%-25.7pp | 67.9%-21.0pp |
| Annual return | -14.45% | -13.67%-0.8pp | 702.22%-716.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $444 | $2,219-80.0% | $3,008-85.2% | $2,597-82.9% |
| Participant deferral / active EE | $1,161 | $3,246-64.2% | $4,395-73.6% | $4,028-71.2% |
| Admin fee / account holder | $4,286 | $4,397-2.5% | $5,325-19.5% | $5,404-20.7% |