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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 | $35,802 | $40,264-11.1% | $57,349-37.6% | $59,633-40.0% |
| Participation rate | 48.3% | 69.2%-20.8pp | 75.1%-26.8pp | 68.7%-20.3pp |
| Annual return | -1.65% | 27.51%-29.2pp | 24.40%-26.0pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $432 | $1,922-77.5% | $2,689-83.9% | $2,203-80.4% |
| Participant deferral / active EE | $1,349 | $2,400-43.8% | $3,162-57.3% | $3,192-57.7% |
| Admin fee / account holder | $10,922 | $2,819+287.4% | $3,356+225.4% | $4,297+154.2% |