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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 | $28,548 | $75,832-62.4% | $147,617-80.7% | $59,633-52.1% |
| Participation rate | 54.4% | 71.6%-17.2pp | 84.6%-30.2pp | 68.7%-14.3pp |
| Annual return | -2.28% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $657 | $3,485-81.2% | $5,564-88.2% | $2,203-70.2% |
| Participant deferral / active EE | $1,378 | $3,131-56.0% | $4,895-71.9% | $3,192-56.8% |
| Admin fee / account holder | $3,250 | $5,986-45.7% | $11,612-72.0% | $4,297-24.4% |