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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 | $59,655 | $45,152+32.1% | $73,835-19.2% | $59,6330% |
| Participation rate | 41.3% | 64.0%-22.7pp | 73.4%-32.1pp | 68.7%-27.4pp |
| Annual return | -0.83% | 27.40%-28.2pp | 2268.13%-2269.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $583 | $1,901-69.4% | $2,788-79.1% | $2,203-73.5% |
| Participant deferral / active EE | $1,487 | $2,573-42.2% | $3,583-58.5% | $3,192-53.4% |
| Admin fee / account holder | $476 | $3,515-86.5% | $4,880-90.2% | $4,297-88.9% |