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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 | $57,759 | $52,519+10.0% | $155,789-62.9% | $59,633-3.1% |
| Participation rate | 23.1% | 61.7%-38.6pp | 76.1%-53.0pp | 68.7%-45.6pp |
| Annual return | -0.63% | 53.51%-54.1pp | 71.54%-72.2pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $444 | $1,589-72.1% | $3,839-88.4% | $2,203-79.9% |
| Participant deferral / active EE | $1,197 | $3,084-61.2% | $4,798-75.0% | $3,192-62.5% |
| Admin fee / account holder | $661 | $3,540-81.3% | $7,477-91.2% | $4,297-84.6% |