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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 | $40,564 | $105,867-61.7% | $90,760-55.3% | $134,532-69.8% |
| Participation rate | 33.3% | 78.3%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -14.89% | -10.99%-3.9pp | -12.16%-2.7pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,253 | $3,464-63.8% | $2,922-57.1% | $4,741-73.6% |
| Participant deferral / active EE | $1,796 | $5,217-65.6% | $4,565-60.6% | $6,401-71.9% |
| Admin fee / account holder | $399 | $13,936-97.1% | $8,444-95.3% | $11,429-96.5% |