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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 | $12,653 | $54,355-76.7% | $82,744-84.7% | $68,486-81.5% |
| Participation rate | 42.1% | 63.9%-21.8pp | 72.6%-30.5pp | 67.9%-25.8pp |
| Annual return | -16.98% | -13.67%-3.3pp | 702.22%-719.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $494 | $2,219-77.7% | $3,008-83.6% | $2,597-81.0% |
| Participant deferral / active EE | $3,008 | $3,246-7.4% | $4,395-31.6% | $4,028-25.3% |
| Admin fee / account holder | $8,162 | $4,397+85.6% | $5,325+53.3% | $5,404+51.0% |