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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 | $26,454 | $54,355-51.3% | $82,744-68.0% | $68,486-61.4% |
| Participation rate | 43.9% | 63.9%-20.1pp | 72.6%-28.7pp | 67.9%-24.0pp |
| Annual return | -18.47% | -13.67%-4.8pp | 702.22%-720.7pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,002 | $2,219-54.9% | $3,008-66.7% | $2,597-61.4% |
| Participant deferral / active EE | $2,160 | $3,246-33.5% | $4,395-50.9% | $4,028-46.4% |
| Admin fee / account holder | $1,714 | $4,397-61.0% | $5,325-67.8% | $5,404-68.3% |