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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 | $31,281 | $75,959-58.8% | $154,114-79.7% | $64,181-51.3% |
| Participation rate | 37.0% | 70.4%-33.4pp | 83.0%-46.0pp | 69.6%-32.5pp |
| Annual return | -5.14% | 30.32%-35.5pp | 735.16%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,002 | $3,350-70.1% | $5,298-81.1% | $2,381-57.9% |
| Participant deferral / active EE | $1,253 | $3,175-60.5% | $5,081-75.3% | $3,470-63.9% |
| Admin fee / account holder | $1,000 | $5,589-82.1% | $13,411-92.5% | $4,887-79.5% |