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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 | $42,578 | $45,566-6.6% | $64,105-33.6% | $59,633-28.6% |
| Participation rate | 39.3% | 60.2%-20.9pp | 68.2%-28.9pp | 68.7%-29.4pp |
| Annual return | -2.46% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,100 | $934+17.7% | $1,820-39.6% | $2,203-50.1% |
| Participant deferral / active EE | $3,624 | $2,057+76.2% | $2,822+28.4% | $3,192+13.6% |
| Admin fee / account holder | $309 | $3,268-90.6% | $4,499-93.1% | $4,297-92.8% |