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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 | $44,891 | $93,589-52.0% | $135,942-67.0% | $75,181-40.3% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.3pp | 67.2%-6.5pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,094 | $3,537-40.8% | $4,858-56.9% | $2,671-21.6% |
| Participant deferral / active EE | $4,654 | $6,405-27.3% | $7,759-40.0% | $4,126+12.8% |
| Admin fee / account holder | $697 | $6,977-90.0% | $10,764-93.5% | $5,650-87.7% |