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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 | $43,676 | $75,832-42.4% | $147,618-70.4% | $59,633-26.8% |
| Participation rate | 45.6% | 71.6%-26.0pp | 84.6%-39.0pp | 68.7%-23.1pp |
| Annual return | -0.25% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,202 | $3,131-29.7% | $4,895-55.0% | $3,192-31.0% |
| Admin fee / account holder | $2,388 | $5,986-60.1% | $11,612-79.4% | $4,297-44.4% |