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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 | $31,679 | $75,832-58.2% | $147,617-78.5% | $59,633-46.9% |
| Participation rate | 36.0% | 71.6%-35.6pp | 84.6%-48.6pp | 68.7%-32.7pp |
| Annual return | -1.58% | 0.37%-1.9pp | 61.98%-63.6pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $479 | $3,485-86.3% | $5,564-91.4% | $2,203-78.2% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,696 | $5,986-71.7% | $11,612-85.4% | $4,297-60.5% |