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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 | $38,778 | $75,832-48.9% | $147,617-73.7% | $59,633-35.0% |
| Participation rate | 57.1% | 71.6%-14.4pp | 84.6%-27.5pp | 68.7%-11.5pp |
| Annual return | -0.17% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $1,613 | $3,485-53.7% | $5,564-71.0% | $2,203-26.8% |
| Participant deferral / active EE | $1,460 | $3,131-53.4% | $4,895-70.2% | $3,192-54.3% |
| Admin fee / account holder | $2,976 | $5,986-50.3% | $11,612-74.4% | $4,297-30.7% |