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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 | $23,577 | $49,177-52.1% | $79,467-70.3% | $64,173-63.3% |
| Participation rate | 27.5% | 65.0%-37.5pp | 73.3%-45.8pp | 69.6%-42.1pp |
| Annual return | -6.17% | -1.16%-5.0pp | 718.30%-724.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $539 | $2,076-74.1% | $2,800-80.8% | $2,381-77.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $543 | $3,839-85.9% | $5,104-89.4% | $4,887-88.9% |