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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 | $96,330 | $75,828+27.0% | $147,617-34.7% | $59,632+61.5% |
| Participation rate | 21.4% | 71.6%-50.1pp | 84.6%-63.2pp | 68.7%-47.2pp |
| Annual return | -2.52% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $584 | $3,485-83.2% | $5,565-89.5% | $2,203-73.5% |
| Participant deferral / active EE | $1,672 | $3,130-46.6% | $4,895-65.8% | $3,192-47.6% |
| Admin fee / account holder | $5,100 | $5,985-14.8% | $11,611-56.1% | $4,297+18.7% |