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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 | $32,310 | $75,832-57.4% | $147,617-78.1% | $59,633-45.8% |
| Participation rate | 49.4% | 71.6%-22.2pp | 84.6%-35.3pp | 68.7%-19.3pp |
| Annual return | -1.41% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $887 | $3,485-74.5% | $5,564-84.1% | $2,203-59.7% |
| Participant deferral / active EE | $1,892 | $3,131-39.6% | $4,895-61.4% | $3,192-40.7% |
| Admin fee / account holder | $3,689 | $5,986-38.4% | $11,612-68.2% | $4,297-14.2% |