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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 | $30,170 | $45,566-33.8% | $64,105-52.9% | $59,633-49.4% |
| Participation rate | 39.5% | 60.2%-20.7pp | 68.2%-28.7pp | 68.7%-29.2pp |
| Annual return | -0.43% | 4.95%-5.4pp | 791.24%-791.7pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $555 | $934-40.6% | $1,820-69.5% | $2,203-74.8% |
| Participant deferral / active EE | $2,591 | $2,057+26.0% | $2,822-8.2% | $3,192-18.8% |
| Admin fee / account holder | $3,222 | $3,268-1.4% | $4,499-28.4% | $4,297-25.0% |