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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 | $39,251 | $75,832-48.2% | $147,617-73.4% | $59,633-34.2% |
| Participation rate | 26.7% | 71.6%-44.9pp | 84.6%-58.0pp | 68.7%-42.0pp |
| Annual return | 0.28% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $654 | $3,485-81.2% | $5,564-88.2% | $2,203-70.3% |
| Participant deferral / active EE | $934 | $3,131-70.2% | $4,895-80.9% | $3,192-70.7% |
| Admin fee / account holder | $1,517 | $5,986-74.7% | $11,612-86.9% | $4,297-64.7% |