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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 | $30,445 | $75,962-59.9% | $154,108-80.2% | $64,173-52.6% |
| Participation rate | 43.4% | 70.4%-27.0pp | 83.0%-39.6pp | 69.6%-26.1pp |
| Annual return | -3.43% | 30.32%-33.8pp | 735.21%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $951 | $3,350-71.6% | $5,298-82.0% | $2,381-60.0% |
| Participant deferral / active EE | $1,804 | $3,175-43.2% | $5,081-64.5% | $3,470-48.0% |
| Admin fee / account holder | $3,906 | $5,589-30.1% | $13,411-70.9% | $4,887-20.1% |