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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 | $14,105 | $54,370-74.1% | $82,763-83.0% | $68,490-79.4% |
| Participation rate | 35.1% | 63.9%-28.8pp | 72.6%-37.5pp | 67.9%-32.8pp |
| Annual return | -18.26% | -13.67%-4.6pp | 702.45%-720.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $665 | $2,219-70.0% | $3,008-77.9% | $2,597-74.4% |
| Participant deferral / active EE | $916 | $3,247-71.8% | $4,395-79.1% | $4,028-77.2% |
| Admin fee / account holder | $2,476 | $4,398-43.7% | $5,325-53.5% | $5,403-54.2% |