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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 | $48,720 | $75,832-35.8% | $147,617-67.0% | $59,633-18.3% |
| Participation rate | 54.1% | 71.6%-17.5pp | 84.6%-30.6pp | 68.7%-14.6pp |
| Annual return | -0.26% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,486 | $3,485-28.7% | $5,564-55.3% | $2,203+12.8% |
| Participant deferral / active EE | $3,528 | $3,131+12.7% | $4,895-27.9% | $3,192+10.5% |
| Admin fee / account holder | $6,745 | $5,986+12.7% | $11,612-41.9% | $4,297+57.0% |