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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 | $39,987 | $95,188-58.0% | $76,518-47.7% | $135,380-70.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.39% | 4.85%-10.2pp | -0.27%-5.1pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,027 | $3,303-68.9% | $2,647-61.2% | $4,779-78.5% |
| Participant deferral / active EE | $1,184 | $4,640-74.5% | $3,836-69.1% | $5,609-78.9% |
| Admin fee / account holder | $629 | $6,249-89.9% | $4,849-87.0% | $10,828-94.2% |