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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 | $61,774 | $104,116-40.7% | $71,089-13.1% | $135,380-54.4% |
| Participation rate | 21.4% | 65.7%-44.2pp | 54.6%-33.2pp | 82.6%-61.2pp |
| Annual return | -7.60% | 1256.51%-1264.1pp | 650.65%-658.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $137 | $1,485-90.8% | $1,088-87.4% | $4,779-97.1% |
| Participant deferral / active EE | $137 | $2,524-94.6% | $1,873-92.7% | $5,609-97.6% |
| Admin fee / account holder | $919 | $4,142-77.8% | $3,082-70.2% | $10,828-91.5% |