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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 | $26,911 | $32,117-16.2% | $71,089-62.1% | $64,173-58.1% |
| Participation rate | 19.3% | 42.7%-23.4pp | 54.6%-35.3pp | 69.6%-50.3pp |
| Annual return | -6.25% | -5.57%-0.7pp | 650.65%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $758 | $1,263-40.0% | $1,873-59.5% | $3,470-78.2% |
| Admin fee / account holder | $1,334 | $2,759-51.6% | $3,082-56.7% | $4,887-72.7% |