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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 | $34,405 | $75,832-54.6% | $147,618-76.7% | $59,633-42.3% |
| Participation rate | 23.3% | 71.6%-48.2pp | 84.6%-61.3pp | 68.7%-45.3pp |
| Annual return | -2.54% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $438 | $3,485-87.4% | $5,565-92.1% | $2,203-80.1% |
| Participant deferral / active EE | $1,990 | $3,131-36.4% | $4,895-59.4% | $3,192-37.7% |
| Admin fee / account holder | $634 | $5,986-89.4% | $11,612-94.5% | $4,297-85.3% |