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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 | $43,260 | $52,519-17.6% | $155,789-72.2% | $59,633-27.5% |
| Participation rate | 52.3% | 61.7%-9.4pp | 76.1%-23.8pp | 68.7%-16.4pp |
| Annual return | -0.32% | 53.51%-53.8pp | 71.54%-71.9pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $726 | $1,589-54.3% | $3,839-81.1% | $2,203-67.0% |
| Participant deferral / active EE | $1,049 | $3,084-66.0% | $4,798-78.1% | $3,192-67.1% |
| Admin fee / account holder | $385 | $3,540-89.1% | $7,477-94.9% | $4,297-91.0% |