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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 | $43,040 | $95,188-54.8% | $76,518-43.8% | $135,379-68.2% |
| Participation rate | 58.8% | 74.4%-15.6pp | 68.0%-9.2pp | 82.6%-23.8pp |
| Annual return | -6.46% | 4.85%-11.3pp | -0.27%-6.2pp | 519.79%-526.3pp |
| Employer contribution / active EE | $1,091 | $3,303-67.0% | $2,647-58.8% | $4,779-77.2% |
| Participant deferral / active EE | $1,091 | $4,640-76.5% | $3,836-71.5% | $5,609-80.5% |
| Admin fee / account holder | $705 | $6,249-88.7% | $4,849-85.5% | $10,828-93.5% |