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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 | $37,951 | $57,352-33.8% | $83,830-54.7% | $64,173-40.9% |
| Participation rate | 37.7% | 68.6%-30.9pp | 76.1%-38.4pp | 69.6%-31.8pp |
| Annual return | -4.20% | 11.38%-15.6pp | 850.97%-855.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,087 | $2,546-57.3% | $3,631-70.1% | $2,381-54.4% |
| Participant deferral / active EE | $2,235 | $2,993-25.3% | $4,082-45.2% | $3,470-35.6% |
| Admin fee / account holder | $409 | $4,046-89.9% | $5,479-92.5% | $4,887-91.6% |