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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 | $64,852 | $75,962-14.6% | $154,108-57.9% | $64,173+1.1% |
| Participation rate | 16.2% | 70.4%-54.2pp | 83.0%-66.8pp | 69.6%-53.4pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.21%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $755 | $3,350-77.4% | $5,298-85.7% | $2,381-68.3% |
| Participant deferral / active EE | $1,527 | $3,175-51.9% | $5,081-69.9% | $3,470-56.0% |
| Admin fee / account holder | $2,290 | $5,589-59.0% | $13,411-82.9% | $4,887-53.1% |