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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 | $29,407 | $27,632+6.4% | $61,399-52.1% | $68,495-57.1% |
| Participation rate | 37.1% | 39.5%-2.4pp | 52.6%-15.4pp | 67.9%-30.7pp |
| Annual return | -18.44% | -13.24%-5.2pp | 338.81%-357.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $231 | $696-66.8% | $1,159-80.1% | $2,596-91.1% |
| Participant deferral / active EE | $286 | $1,264-77.4% | $2,124-86.5% | $4,028-92.9% |
| Admin fee / account holder | $310 | $2,010-84.6% | $2,131-85.5% | $5,403-94.3% |