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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 | $28,817 | $75,962-62.1% | $154,111-81.3% | $64,173-55.1% |
| Participation rate | 47.7% | 70.4%-22.7pp | 83.0%-35.3pp | 69.6%-21.9pp |
| Annual return | -1.37% | 30.32%-31.7pp | 735.18%-736.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $749 | $3,350-77.7% | $5,298-85.9% | $2,381-68.6% |
| Participant deferral / active EE | $2,567 | $3,175-19.1% | $5,081-49.5% | $3,470-26.0% |
| Admin fee / account holder | $10,467 | $5,589+87.3% | $13,411-22.0% | $4,887+114.2% |