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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 | $38,409 | $45,566-15.7% | $64,105-40.1% | $59,633-35.6% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -0.62% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $2,057 | $934+120.2% | $1,820+13.0% | $2,203-6.6% |
| Participant deferral / active EE | $2,984 | $2,057+45.1% | $2,822+5.7% | $3,192-6.5% |
| Admin fee / account holder | $3,694 | $3,268+13.1% | $4,499-17.9% | $4,297-14.0% |