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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 | $34,256 | $67,352-49.1% | $60,899-43.7% | $134,509-74.5% |
| Participation rate | 36.8% | 76.2%-39.3pp | 73.1%-36.3pp | 81.2%-44.4pp |
| Annual return | -16.44% | 49.99%-66.4pp | 16.92%-33.4pp | 418.13%-434.6pp |
| Employer contribution / active EE | $780 | $3,098-74.8% | $2,702-71.1% | $4,741-83.5% |
| Participant deferral / active EE | $2,841 | $4,539-37.4% | $3,817-25.6% | $6,400-55.6% |
| Admin fee / account holder | $1,142 | $4,585-75.1% | $3,225-64.6% | $11,427-90.0% |