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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 | $63,449 | $75,962-16.5% | $154,108-58.8% | $64,173-1.1% |
| Participation rate | 38.6% | 70.4%-31.8pp | 83.0%-44.5pp | 69.6%-31.0pp |
| Annual return | -4.00% | 30.32%-34.3pp | 735.21%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $525 | $3,350-84.3% | $5,298-90.1% | $2,381-78.0% |
| Participant deferral / active EE | $1,284 | $3,175-59.6% | $5,081-74.7% | $3,470-63.0% |
| Admin fee / account holder | $3,004 | $5,589-46.3% | $13,411-77.6% | $4,887-38.5% |