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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 | $35,118 | $75,962-53.8% | $154,108-77.2% | $64,173-45.3% |
| Participation rate | 67.1% | 70.4%-3.4pp | 83.0%-16.0pp | 69.6%-2.5pp |
| Annual return | -1.40% | 30.32%-31.7pp | 735.21%-736.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,160 | $3,350-65.4% | $5,298-78.1% | $2,381-51.3% |
| Participant deferral / active EE | $2,280 | $3,175-28.2% | $5,081-55.1% | $3,470-34.3% |
| Admin fee / account holder | $1,490 | $5,589-73.3% | $13,411-88.9% | $4,887-69.5% |