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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 | $44,105 | $102,429-56.9% | $147,096-70.0% | $80,925-45.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $2,004 | $3,716-46.1% | $4,936-59.4% | $2,756-27.3% |
| Participant deferral / active EE | $4,410 | $6,649-33.7% | $8,071-45.4% | $4,299+2.6% |
| Admin fee / account holder | $1,422 | $7,957-82.1% | $13,005-89.1% | $6,940-79.5% |