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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 | $39,960 | $84,527-52.7% | $67,711-41.0% | $125,392-68.1% |
| Participation rate | 20.0% | 74.8%-54.8pp | 67.5%-47.5pp | 83.2%-63.2pp |
| Annual return | -2.00% | 2.57%-4.6pp | 25.41%-27.4pp | 282.23%-284.2pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $950 | $4,429-78.6% | $3,585-73.5% | $5,351-82.2% |
| Admin fee / account holder | $635 | $5,340-88.1% | $4,255-85.1% | $9,541-93.3% |