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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 | $47,389 | $75,832-37.5% | $147,617-67.9% | $59,633-20.5% |
| Participation rate | 55.3% | 71.6%-16.2pp | 84.6%-29.3pp | 68.7%-13.4pp |
| Annual return | -0.29% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,820 | $3,485-47.8% | $5,564-67.3% | $2,203-17.4% |
| Participant deferral / active EE | $2,754 | $3,131-12.0% | $4,895-43.7% | $3,192-13.7% |
| Admin fee / account holder | $7,730 | $5,986+29.1% | $11,612-33.4% | $4,297+79.9% |