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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 | $42,773 | $45,566-6.1% | $64,105-33.3% | $59,633-28.3% |
| Participation rate | 42.7% | 60.2%-17.5pp | 68.2%-25.5pp | 68.7%-26.0pp |
| Annual return | 0.36% | 4.95%-4.6pp | 791.24%-790.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $630 | $934-32.6% | $1,820-65.4% | $2,203-71.4% |
| Participant deferral / active EE | $1,293 | $2,057-37.1% | $2,822-54.2% | $3,192-59.5% |
| Admin fee / account holder | $6,413 | $3,268+96.3% | $4,499+42.5% | $4,297+49.2% |