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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 | $41,671 | $95,915-56.6% | $79,580-47.6% | $134,532-69.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -20.34% | -2.71%-17.6pp | 0.15%-20.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $714 | $3,129-77.2% | $2,413-70.4% | $4,741-84.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,110 | $9,132-65.9% | $6,835-54.5% | $11,429-72.8% |