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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 | $33,646 | $57,352-41.3% | $83,831-59.9% | $64,173-47.6% |
| Participation rate | 40.8% | 68.6%-27.8pp | 76.1%-35.3pp | 69.6%-28.8pp |
| Annual return | -6.60% | 11.38%-18.0pp | 850.99%-857.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $687 | $2,546-73.0% | $3,631-81.1% | $2,381-71.2% |
| Participant deferral / active EE | $1,785 | $2,993-40.3% | $4,082-56.3% | $3,470-48.5% |
| Admin fee / account holder | $13,102 | $4,046+223.8% | $5,479+139.2% | $4,887+168.1% |