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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 | $48,838 | $75,962-35.7% | $154,111-68.3% | $64,173-23.9% |
| Participation rate | 60.3% | 70.4%-10.1pp | 83.0%-22.7pp | 69.6%-9.2pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.18%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,503 | $3,350-25.3% | $5,298-52.8% | $2,381+5.1% |
| Participant deferral / active EE | $1,848 | $3,175-41.8% | $5,081-63.6% | $3,470-46.7% |
| Admin fee / account holder | $2,936 | $5,589-47.5% | $13,411-78.1% | $4,887-39.9% |