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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 | $55,465 | $75,962-27.0% | $154,108-64.0% | $64,173-13.6% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -3.39% | 30.32%-33.7pp | 735.21%-738.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $542 | $3,350-83.8% | $5,298-89.8% | $2,381-77.3% |
| Participant deferral / active EE | $1,823 | $3,175-42.6% | $5,081-64.1% | $3,470-47.5% |
| Admin fee / account holder | $8,381 | $5,589+50.0% | $13,411-37.5% | $4,887+71.5% |