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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 | $52,173 | $75,962-31.3% | $154,111-66.1% | $64,173-18.7% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -6.19% | 30.32%-36.5pp | 735.18%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,098 | $3,350-67.2% | $5,298-79.3% | $2,381-53.9% |
| Participant deferral / active EE | $2,151 | $3,175-32.2% | $5,081-57.7% | $3,470-38.0% |
| Admin fee / account holder | $476 | $5,589-91.5% | $13,411-96.5% | $4,887-90.3% |