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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 | $41,083 | $75,832-45.8% | $147,618-72.2% | $59,633-31.1% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | -2.30% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $1,062 | $3,485-69.5% | $5,565-80.9% | $2,203-51.8% |
| Participant deferral / active EE | $1,736 | $3,131-44.5% | $4,895-64.5% | $3,192-45.6% |
| Admin fee / account holder | $499 | $5,986-91.7% | $11,612-95.7% | $4,297-88.4% |