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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 | $36,707 | $49,177-25.4% | $79,466-53.8% | $64,173-42.8% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -1.89% | -1.16%-0.7pp | 718.28%-720.2pp | 7.63%-9.5pp |
| Employer contribution / active EE | $602 | $2,076-71.0% | $2,800-78.5% | $2,381-74.7% |
| Participant deferral / active EE | $2,577 | $2,821-8.7% | $3,704-30.4% | $3,470-25.7% |
| Admin fee / account holder | $517 | $3,839-86.5% | $5,104-89.9% | $4,887-89.4% |