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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 | $46,166 | $89,367-48.3% | $141,191-67.3% | $72,975-36.7% |
| Participation rate | 60.8% | 75.1%-14.3pp | 82.5%-21.7pp | 69.5%-8.7pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,280 | $3,115-58.9% | $4,736-73.0% | $2,440-47.6% |
| Participant deferral / active EE | $2,345 | $5,419-56.7% | $6,710-65.0% | $3,608-35.0% |
| Admin fee / account holder | $6,739 | $5,957+13.1% | $10,264-34.3% | $5,124+31.5% |