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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 | $51,054 | $57,352-11.0% | $83,831-39.1% | $64,173-20.4% |
| Participation rate | 34.8% | 68.6%-33.8pp | 76.1%-41.4pp | 69.6%-34.8pp |
| Annual return | -6.76% | 11.38%-18.1pp | 850.99%-857.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,038 | $2,546-59.2% | $3,631-71.4% | $2,381-56.4% |
| Participant deferral / active EE | $1,836 | $2,993-38.7% | $4,082-55.0% | $3,470-47.1% |
| Admin fee / account holder | $650 | $4,046-83.9% | $5,479-88.1% | $4,887-86.7% |