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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 | $58,771 | $95,979-38.8% | $74,551-21.2% | $135,380-56.6% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.64% | 56.97%-62.6pp | 32.53%-38.2pp | 519.81%-525.4pp |
| Employer contribution / active EE | $722 | $2,716-73.4% | $1,961-63.2% | $4,779-84.9% |
| Participant deferral / active EE | $2,967 | $3,844-22.8% | $3,108-4.5% | $5,609-47.1% |
| Admin fee / account holder | $2,482 | $6,522-61.9% | $5,059-50.9% | $10,828-77.1% |