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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 | $38,058 | $75,832-49.8% | $147,617-74.2% | $59,633-36.2% |
| Participation rate | 40.9% | 71.6%-30.7pp | 84.6%-43.7pp | 68.7%-27.8pp |
| Annual return | 1.41% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $1,684 | $3,485-51.7% | $5,564-69.7% | $2,203-23.6% |
| Participant deferral / active EE | $3,542 | $3,131+13.1% | $4,895-27.7% | $3,192+11.0% |
| Admin fee / account holder | $568 | $5,986-90.5% | $11,612-95.1% | $4,297-86.8% |