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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 | $37,725 | $102,422-63.2% | $147,117-74.4% | $80,959-53.4% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $2,059 | $3,717-44.6% | $4,932-58.3% | $2,757-25.3% |
| Participant deferral / active EE | $4,785 | $6,652-28.1% | $8,065-40.7% | $4,300+11.3% |
| Admin fee / account holder | $518 | $7,953-93.5% | $12,993-96.0% | $6,925-92.5% |