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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 | $38,866 | $59,116-34.3% | $86,438-55.0% | $68,486-43.2% |
| Participation rate | 40.9% | 75.2%-34.3pp | 80.3%-39.4pp | 67.9%-27.0pp |
| Annual return | -17.29% | -0.23%-17.1pp | 4397.19%-4414.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,506 | $2,519-40.2% | $3,769-60.1% | $2,597-42.0% |
| Participant deferral / active EE | $3,017 | $5,902-48.9% | $6,952-56.6% | $4,028-25.1% |
| Admin fee / account holder | $2,550 | $5,639-54.8% | $6,733-62.1% | $5,404-52.8% |