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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 | $49,270 | $95,979-48.7% | $74,551-33.9% | $135,380-63.6% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -6.82% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,788 | $2,716-34.2% | $1,961-8.8% | $4,779-62.6% |
| Participant deferral / active EE | $3,449 | $3,844-10.3% | $3,108+11.0% | $5,609-38.5% |
| Admin fee / account holder | $369 | $6,522-94.3% | $5,059-92.7% | $10,828-96.6% |