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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 | $37,785 | $45,566-17.1% | $64,105-41.1% | $59,633-36.6% |
| Participation rate | 60.0% | 60.2%-0.2pp | 68.2%-8.2pp | 68.7%-8.7pp |
| Annual return | 0.88% | 4.95%-4.1pp | 791.24%-790.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,696 | $2,057+31.1% | $2,822-4.5% | $3,192-15.5% |
| Admin fee / account holder | $8,357 | $3,268+155.7% | $4,499+85.7% | $4,297+94.5% |