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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 | $34,019 | $78,694-56.8% | $67,652-49.7% | $125,389-72.9% |
| Participation rate | 30.8% | 78.8%-48.0pp | 75.7%-44.9pp | 83.2%-52.4pp |
| Annual return | -1.02% | 9.46%-10.5pp | 6625.40%-6626.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,980 | $3,044-35.0% | $2,266-12.6% | $4,866-59.3% |
| Participant deferral / active EE | $2,753 | $4,292-35.9% | $3,560-22.7% | $5,352-48.6% |
| Admin fee / account holder | $19,489 | $7,403+163.3% | $4,821+304.3% | $9,541+104.3% |