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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 | $36,777 | $81,870-55.1% | $119,622-69.3% | $68,486-46.3% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -18.17% | -23.82%+5.6pp | -14.98%-3.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,740 | $2,692+1.8% | $4,232-35.3% | $2,597+5.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $466 | $6,583-92.9% | $10,328-95.5% | $5,404-91.4% |