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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 | $37,665 | $54,370-30.7% | $82,763-54.5% | $68,490-45.0% |
| Participation rate | 43.3% | 63.9%-20.6pp | 72.6%-29.3pp | 67.9%-24.6pp |
| Annual return | -17.60% | -13.67%-3.9pp | 702.45%-720.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,973 | $2,219+34.0% | $3,008-1.2% | $2,597+14.5% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,417 | $4,398+68.6% | $5,325+39.3% | $5,403+37.3% |