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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 | $45,640 | $75,832-39.8% | $147,617-69.1% | $59,633-23.5% |
| Participation rate | 56.0% | 71.6%-15.6pp | 84.6%-28.6pp | 68.7%-12.7pp |
| Annual return | -1.27% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,207 | $3,485-65.3% | $5,564-78.3% | $2,203-45.2% |
| Participant deferral / active EE | $1,140 | $3,131-63.6% | $4,895-76.7% | $3,192-64.3% |
| Admin fee / account holder | $3,037 | $5,986-49.3% | $11,612-73.8% | $4,297-29.3% |