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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 | $28,183 | $78,694-64.2% | $67,652-58.3% | $125,389-77.5% |
| Participation rate | 42.9% | 78.8%-35.9pp | 75.7%-32.8pp | 83.2%-40.3pp |
| Annual return | -3.19% | 9.46%-12.6pp | 6625.40%-6628.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,352 | $3,044-55.6% | $2,266-40.3% | $4,866-72.2% |
| Participant deferral / active EE | $2,051 | $4,292-52.2% | $3,560-42.4% | $5,352-61.7% |
| Admin fee / account holder | $2,731 | $7,403-63.1% | $4,821-43.3% | $9,541-71.4% |