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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 | $32,826 | $45,566-28.0% | $64,105-48.8% | $59,633-45.0% |
| Participation rate | 44.7% | 60.2%-15.4pp | 68.2%-23.4pp | 68.7%-23.9pp |
| Annual return | -0.16% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $189 | $934-79.8% | $1,820-89.6% | $2,203-91.4% |
| Participant deferral / active EE | $1,053 | $2,057-48.8% | $2,822-62.7% | $3,192-67.0% |
| Admin fee / account holder | $2,906 | $3,268-11.1% | $4,499-35.4% | $4,297-32.4% |