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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 | $12,663 | $54,370-76.7% | $82,763-84.7% | $68,490-81.5% |
| Participation rate | 37.8% | 63.9%-26.2pp | 72.6%-34.8pp | 67.9%-30.1pp |
| Annual return | -16.06% | -13.67%-2.4pp | 702.45%-718.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $439 | $2,219-80.2% | $3,008-85.4% | $2,597-83.1% |
| Participant deferral / active EE | $981 | $3,247-69.8% | $4,395-77.7% | $4,028-75.6% |
| Admin fee / account holder | $309 | $4,398-93.0% | $5,325-94.2% | $5,403-94.3% |