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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 | $43,546 | $75,962-42.7% | $154,111-71.7% | $64,173-32.1% |
| Participation rate | 50.6% | 70.4%-19.8pp | 83.0%-32.4pp | 69.6%-18.9pp |
| Annual return | -0.94% | 30.32%-31.3pp | 735.18%-736.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $937 | $3,350-72.0% | $5,298-82.3% | $2,381-60.7% |
| Participant deferral / active EE | $1,677 | $3,175-47.2% | $5,081-67.0% | $3,470-51.7% |
| Admin fee / account holder | $1,893 | $5,589-66.1% | $13,411-85.9% | $4,887-61.3% |