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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 | $20,309 | $45,566-55.4% | $64,105-68.3% | $59,633-65.9% |
| Participation rate | 55.6% | 60.2%-4.6pp | 68.2%-12.6pp | 68.7%-13.1pp |
| Annual return | -1.46% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $958 | $2,057-53.4% | $2,822-66.0% | $3,192-70.0% |
| Admin fee / account holder | $2,630 | $3,268-19.5% | $4,499-41.6% | $4,297-38.8% |