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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 | $52,481 | $67,372-22.1% | $60,906-13.8% | $134,532-61.0% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -17.94% | 50.05%-68.0pp | 16.94%-34.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $520 | $3,099-83.2% | $2,703-80.8% | $4,741-89.0% |
| Participant deferral / active EE | $1,357 | $4,532-70.1% | $3,814-64.4% | $6,401-78.8% |
| Admin fee / account holder | $737 | $4,588-83.9% | $3,227-77.2% | $11,429-93.6% |