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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 | $40,249 | $59,116-31.9% | $86,438-53.4% | $68,486-41.2% |
| Participation rate | 65.9% | 75.2%-9.4pp | 80.3%-14.5pp | 67.9%-2.0pp |
| Annual return | -8.05% | -0.23%-7.8pp | 4397.19%-4405.2pp | -7.85%-0.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,430 | $5,902+42.8% | $6,952+21.2% | $4,028+109.3% |
| Admin fee / account holder | $2,664 | $5,639-52.8% | $6,733-60.4% | $5,404-50.7% |