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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 | $26,193 | $32,117-18.4% | $71,086-63.2% | $64,173-59.2% |
| Participation rate | 11.9% | 42.7%-30.8pp | 54.7%-42.8pp | 69.6%-57.7pp |
| Annual return | -6.33% | -5.57%-0.8pp | 650.59%-656.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $115 | $712-83.9% | $1,088-89.5% | $2,381-95.2% |
| Participant deferral / active EE | $442 | $1,263-65.0% | $1,874-76.4% | $3,470-87.3% |
| Admin fee / account holder | $2,070 | $2,759-25.0% | $3,082-32.9% | $4,887-57.7% |