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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 | $26,158 | $39,798-34.3% | $67,704-61.4% | $59,633-56.1% |
| Participation rate | 15.6% | 57.4%-41.7pp | 67.5%-51.9pp | 68.7%-53.0pp |
| Annual return | -0.68% | 89.94%-90.6pp | 25.41%-26.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $365 | $1,393-73.8% | $2,559-85.7% | $2,203-83.4% |
| Participant deferral / active EE | $878 | $2,335-62.4% | $3,585-75.5% | $3,192-72.5% |
| Admin fee / account holder | $2,140 | $3,212-33.4% | $4,255-49.7% | $4,297-50.2% |