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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 | $43,000 | $49,177-12.6% | $79,466-45.9% | $64,173-33.0% |
| Participation rate | 46.6% | 65.0%-18.5pp | 73.3%-26.8pp | 69.6%-23.0pp |
| Annual return | -4.70% | -1.16%-3.5pp | 718.28%-723.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,284 | $2,076-38.1% | $2,800-54.1% | $2,381-46.1% |
| Participant deferral / active EE | $1,707 | $2,821-39.5% | $3,704-53.9% | $3,470-50.8% |
| Admin fee / account holder | $7,329 | $3,839+90.9% | $5,104+43.6% | $4,887+50.0% |