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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 | $30,055 | $82,288-63.5% | $68,794-56.3% | $134,509-77.7% |
| Participation rate | 68.2% | 75.1%-6.9pp | 69.0%-0.8pp | 81.2%-13.0pp |
| Annual return | -18.26% | -2.19%-16.1pp | -6.37%-11.9pp | 418.13%-436.4pp |
| Employer contribution / active EE | $1,340 | $3,301-59.4% | $2,656-49.5% | $4,741-71.7% |
| Participant deferral / active EE | $4,043 | $4,738-14.7% | $3,941+2.6% | $6,400-36.8% |
| Admin fee / account holder | $5,120 | $6,482-21.0% | $4,934+3.8% | $11,427-55.2% |