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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 | $38,414 | $49,177-21.9% | $79,466-51.7% | $64,173-40.1% |
| Participation rate | 38.2% | 65.0%-26.9pp | 73.3%-35.2pp | 69.6%-31.4pp |
| Annual return | -7.10% | -1.16%-5.9pp | 718.28%-725.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $868 | $2,076-58.2% | $2,800-69.0% | $2,381-63.5% |
| Participant deferral / active EE | $2,027 | $2,821-28.1% | $3,704-45.3% | $3,470-41.6% |
| Admin fee / account holder | $1,868 | $3,839-51.3% | $5,104-63.4% | $4,887-61.8% |