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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 | $39,491 | $105,861-62.7% | $90,756-56.5% | $134,509-70.6% |
| Participation rate | 31.8% | 78.2%-46.4pp | 75.7%-43.9pp | 81.2%-49.4pp |
| Annual return | -15.53% | -10.99%-4.5pp | -12.16%-3.4pp | 418.13%-433.7pp |
| Employer contribution / active EE | $918 | $3,463-73.5% | $2,922-68.6% | $4,741-80.6% |
| Participant deferral / active EE | $2,805 | $5,217-46.2% | $4,565-38.5% | $6,400-56.2% |
| Admin fee / account holder | $707 | $13,938-94.9% | $8,445-91.6% | $11,427-93.8% |