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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 | $36,077 | $30,732+17.4% | $59,496-39.4% | $59,633-39.5% |
| Participation rate | 29.2% | 43.2%-14.0pp | 54.6%-25.4pp | 68.7%-39.5pp |
| Annual return | -2.04% | 4.47%-6.5pp | 182.05%-184.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,933 | $1,183+63.4% | $1,829+5.7% | $3,192-39.4% |
| Admin fee / account holder | $2,851 | $2,136+33.5% | $2,232+27.7% | $4,297-33.7% |