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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 | $53,951 | $67,372-19.9% | $60,906-11.4% | $134,532-59.9% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.1%-19.8pp | 81.2%-27.9pp |
| Annual return | -12.35% | 50.05%-62.4pp | 16.94%-29.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $482 | $3,099-84.4% | $2,703-82.2% | $4,741-89.8% |
| Participant deferral / active EE | $1,883 | $4,532-58.5% | $3,814-50.6% | $6,401-70.6% |
| Admin fee / account holder | $966 | $4,588-78.9% | $3,227-70.1% | $11,429-91.5% |