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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 | $61,218 | $75,959-19.4% | $154,114-60.3% | $64,181-4.6% |
| Participation rate | 62.5% | 70.4%-7.9pp | 83.0%-20.5pp | 69.6%-7.1pp |
| Annual return | -2.17% | 30.32%-32.5pp | 735.16%-737.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,517 | $3,350-54.7% | $5,298-71.4% | $2,381-36.3% |
| Participant deferral / active EE | $3,362 | $3,175+5.9% | $5,081-33.8% | $3,470-3.1% |
| Admin fee / account holder | $2,423 | $5,589-56.6% | $13,411-81.9% | $4,887-50.4% |