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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 | $21,946 | $32,117-31.7% | $71,086-69.1% | $64,173-65.8% |
| Participation rate | 18.2% | 42.7%-24.5pp | 54.7%-36.5pp | 69.6%-51.4pp |
| Annual return | -6.89% | -5.57%-1.3pp | 650.59%-657.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $170 | $712-76.1% | $1,088-84.4% | $2,381-92.9% |
| Participant deferral / active EE | $1,032 | $1,263-18.3% | $1,874-44.9% | $3,470-70.2% |
| Admin fee / account holder | $22,751 | $2,759+724.5% | $3,082+638.1% | $4,887+365.5% |