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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 | $37,137 | $75,962-51.1% | $154,111-75.9% | $64,173-42.1% |
| Participation rate | 46.9% | 70.4%-23.5pp | 83.0%-36.1pp | 69.6%-22.7pp |
| Annual return | -4.24% | 30.32%-34.6pp | 735.18%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $554 | $3,350-83.4% | $5,298-89.5% | $2,381-76.7% |
| Participant deferral / active EE | $1,367 | $3,175-56.9% | $5,081-73.1% | $3,470-60.6% |
| Admin fee / account holder | $9,799 | $5,589+75.3% | $13,411-26.9% | $4,887+100.5% |