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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 | $102,382-63.2% | $147,005-74.3% | $80,874-53.4% |
| Participation rate | 59.3% | 75.8%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 0.00% | 134.89%-134.9pp | 418.76%-418.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $2,059 | $3,715-44.6% | $4,934-58.3% | $2,756-25.3% |
| Participant deferral / active EE | $4,785 | $6,646-28.0% | $8,070-40.7% | $4,297+11.4% |
| Admin fee / account holder | $518 | $7,942-93.5% | $13,006-96.0% | $6,935-92.5% |