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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 | $67,878 | $52,519+29.2% | $155,789-56.4% | $59,633+13.8% |
| Participation rate | 40.5% | 61.7%-21.2pp | 76.1%-35.6pp | 68.7%-28.1pp |
| Annual return | -2.28% | 53.51%-55.8pp | 71.54%-73.8pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $807 | $1,589-49.2% | $3,839-79.0% | $2,203-63.4% |
| Participant deferral / active EE | $1,670 | $3,084-45.9% | $4,798-65.2% | $3,192-47.7% |
| Admin fee / account holder | $2,372 | $3,540-33.0% | $7,477-68.3% | $4,297-44.8% |