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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 | $40,553 | $51,228-20.8% | $77,096-47.4% | - |
| Participation rate | 1.0% | 44.6%-43.6pp | 67.9%-66.9pp | - |
| Annual return | -18.96% | 16.76%-35.7pp | 42.35%-61.3pp | - |
| Employer contribution / active EE | $0 | $1,482-100.0% | $2,814-100.0% | - |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,429-100.0% | - |
| Admin fee / account holder | $350 | $14,093-97.5% | $5,428-93.6% | - |