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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 | $38,952 | $32,117+21.3% | $71,086-45.2% | $64,181-39.3% |
| Participation rate | 68.8% | 42.7%+26.1pp | 54.7%+14.1pp | 69.6%-0.8pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,756 | $1,263+276.6% | $1,874+153.8% | $3,470+37.1% |
| Admin fee / account holder | $6,003 | $2,759+117.6% | $3,082+94.8% | $4,887+22.8% |