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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 | $34,666 | $57,352-39.6% | $83,831-58.6% | $64,173-46.0% |
| Participation rate | 15.8% | 68.6%-52.8pp | 76.1%-60.4pp | 69.6%-53.8pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,560 | $2,546+0.5% | $3,631-29.5% | $2,381+7.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,359 | $4,046-66.4% | $5,479-75.2% | $4,887-72.2% |