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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 | $38,835 | $87,016-55.4% | $63,244-38.6% | $125,389-69.0% |
| Participation rate | 65.2% | 77.1%-11.8pp | 71.0%-5.8pp | 83.2%-18.0pp |
| Annual return | -0.85% | 21.71%-22.6pp | -70.31%+69.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,468 | $3,939-62.7% | $2,953-50.3% | $5,352-72.6% |
| Admin fee / account holder | $1,523 | $11,954-87.3% | $5,893-74.2% | $9,541-84.0% |