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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 | $53,870 | $75,962-29.1% | $154,108-65.0% | $64,173-16.1% |
| Participation rate | 17.2% | 70.4%-53.2pp | 83.0%-65.8pp | 69.6%-52.3pp |
| Annual return | -2.49% | 30.32%-32.8pp | 735.21%-737.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,235 | $3,350-33.3% | $5,298-57.8% | $2,381-6.1% |
| Participant deferral / active EE | $5,225 | $3,175+64.6% | $5,081+2.8% | $3,470+50.6% |
| Admin fee / account holder | $7,267 | $5,589+30.0% | $13,411-45.8% | $4,887+48.7% |