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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 | $41,980 | $77,816-46.1% | $123,552-66.0% | $64,173-34.6% |
| Participation rate | 55.4% | 74.7%-19.4pp | 82.3%-26.9pp | 69.6%-14.2pp |
| Annual return | -1.46% | 12.49%-13.9pp | 119.20%-120.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,972 | $5,240-43.3% | $6,426-53.7% | $3,470-14.3% |
| Admin fee / account holder | $620 | $5,519-88.8% | $9,285-93.3% | $4,887-87.3% |