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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 | $29,709 | $49,451-39.9% | $79,580-62.7% | $66,938-55.6% |
| Participation rate | 58.8% | 61.3%-2.5pp | 69.5%-10.7pp | 69.8%-11.0pp |
| Annual return | -15.20% | 84.25%-99.5pp | 0.15%-15.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $837 | $1,266-33.9% | $2,413-65.3% | $2,545-67.1% |
| Participant deferral / active EE | $3,255 | $3,159+3.1% | $3,985-18.3% | $4,238-23.2% |
| Admin fee / account holder | $1,945 | $595+227.1% | $6,835-71.5% | $594+227.6% |