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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 | $40,266 | $105,867-62.0% | $90,760-55.6% | $134,532-70.1% |
| Participation rate | 35.7% | 78.3%-42.5pp | 75.7%-40.0pp | 81.2%-45.5pp |
| Annual return | -16.66% | -10.99%-5.7pp | -12.16%-4.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,875 | $3,464-45.9% | $2,922-35.8% | $4,741-60.4% |
| Participant deferral / active EE | $2,747 | $5,217-47.4% | $4,565-39.8% | $6,401-57.1% |
| Admin fee / account holder | $1,704 | $13,936-87.8% | $8,444-79.8% | $11,429-85.1% |