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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 | $33,235 | $75,832-56.2% | $147,617-77.5% | $59,633-44.3% |
| Participation rate | 60.0% | 71.6%-11.6pp | 84.6%-24.6pp | 68.7%-8.7pp |
| Annual return | -0.13% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $835 | $3,485-76.0% | $5,564-85.0% | $2,203-62.1% |
| Participant deferral / active EE | $957 | $3,131-69.4% | $4,895-80.4% | $3,192-70.0% |
| Admin fee / account holder | $3,640 | $5,986-39.2% | $11,612-68.7% | $4,297-15.3% |