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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 | $39,430 | $45,566-13.5% | $64,105-38.5% | $59,633-33.9% |
| Participation rate | 34.5% | 60.2%-25.7pp | 68.2%-33.7pp | 68.7%-34.2pp |
| Annual return | -0.60% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $137 | $934-85.3% | $1,820-92.5% | $2,203-93.8% |
| Participant deferral / active EE | $991 | $2,057-51.8% | $2,822-64.9% | $3,192-69.0% |
| Admin fee / account holder | $2,924 | $3,268-10.5% | $4,499-35.0% | $4,297-31.9% |