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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 | $46,073 | $84,684-45.6% | $73,835-37.6% | $125,388-63.3% |
| Participation rate | 43.8% | 76.8%-33.0pp | 73.4%-29.7pp | 83.2%-39.4pp |
| Annual return | -3.21% | 3123.93%-3127.1pp | 2268.13%-2271.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $745 | $3,123-76.2% | $2,788-73.3% | $4,866-84.7% |
| Participant deferral / active EE | $1,694 | $3,993-57.6% | $3,583-52.7% | $5,352-68.3% |
| Admin fee / account holder | $500 | $5,691-91.2% | $4,880-89.8% | $9,541-94.8% |