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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 | $28,332 | $32,117-11.8% | $71,089-60.1% | $64,173-55.9% |
| Participation rate | 41.1% | 42.7%-1.6pp | 54.6%-13.6pp | 69.6%-28.5pp |
| Annual return | -8.33% | -5.57%-2.8pp | 650.65%-659.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $330 | $712-53.7% | $1,088-69.7% | $2,381-86.1% |
| Participant deferral / active EE | $2,065 | $1,263+63.5% | $1,873+10.3% | $3,470-40.5% |
| Admin fee / account holder | $681 | $2,759-75.3% | $3,082-77.9% | $4,887-86.1% |