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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 | $43,477 | $82,630-47.4% | $64,105-32.2% | $125,389-65.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -2.05% | 1489.72%-1491.8pp | 791.24%-793.3pp | 282.24%-284.3pp |
| Employer contribution / active EE | $800 | $2,671-70.0% | $1,820-56.0% | $4,866-83.6% |
| Participant deferral / active EE | $2,790 | $3,608-22.7% | $2,822-1.1% | $5,352-47.9% |
| Admin fee / account holder | $703 | $6,382-89.0% | $4,499-84.4% | $9,541-92.6% |