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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 | $40,513 | $75,959-46.7% | $154,114-73.7% | $64,181-36.9% |
| Participation rate | 39.3% | 70.4%-31.1pp | 83.0%-43.8pp | 69.6%-30.3pp |
| Annual return | -5.12% | 30.32%-35.4pp | 735.16%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,099 | $3,350-67.2% | $5,298-79.2% | $2,381-53.8% |
| Participant deferral / active EE | $2,274 | $3,175-28.4% | $5,081-55.2% | $3,470-34.4% |
| Admin fee / account holder | $314 | $5,589-94.4% | $13,411-97.7% | $4,887-93.6% |