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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 | $50,828 | $91,536-44.5% | $130,062-60.9% | $75,177-32.4% |
| Participation rate | 43.8% | 71.5%-27.6pp | 78.5%-34.7pp | 67.2%-23.4pp |
| Annual return | 21.77% | -631.62%+653.4pp | -137.37%+159.1pp | 160.75%-139.0pp |
| Employer contribution / active EE | $1,166 | $2,845-59.0% | $4,322-73.0% | $2,671-56.3% |
| Participant deferral / active EE | $2,562 | $4,343-41.0% | $5,821-56.0% | $4,126-37.9% |
| Admin fee / account holder | $1,154 | $6,780-83.0% | $10,601-89.1% | $5,651-79.6% |