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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 | $39,294 | $89,265-56.0% | $86,439-54.5% | - |
| Participation rate | 62.6% | 72.3%-9.7pp | 80.3%-17.7pp | - |
| Annual return | -12.96% | 5.21%-18.2pp | 4395.55%-4408.5pp | - |
| Employer contribution / active EE | $2,378 | $2,858-16.8% | $3,769-36.9% | - |
| Participant deferral / active EE | $0 | $6,641-100.0% | $6,952-100.0% | - |
| Admin fee / account holder | $2,534 | $4,433-42.8% | $6,732-62.4% | - |