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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 | $25,949 | $54,355-52.3% | $82,744-68.6% | $68,486-62.1% |
| Participation rate | 44.4% | 63.9%-19.5pp | 72.6%-28.1pp | 67.9%-23.4pp |
| Annual return | -15.10% | -13.67%-1.4pp | 702.22%-717.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $468 | $2,219-78.9% | $3,008-84.5% | $2,597-82.0% |
| Participant deferral / active EE | $1,716 | $3,246-47.1% | $4,395-60.9% | $4,028-57.4% |
| Admin fee / account holder | $15,817 | $4,397+259.8% | $5,325+197.1% | $5,404+192.7% |