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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 | $31,299 | $75,832-58.7% | $147,617-78.8% | $59,633-47.5% |
| Participation rate | 68.9% | 71.6%-2.7pp | 84.6%-15.8pp | 68.7%+0.2pp |
| Annual return | -2.27% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,106 | $3,131-64.7% | $4,895-77.4% | $3,192-65.3% |
| Admin fee / account holder | $1,259 | $5,986-79.0% | $11,612-89.2% | $4,297-70.7% |