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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 | $54,401 | $95,975-43.3% | $74,552-27.0% | $135,382-59.8% |
| Participation rate | 6.3% | 75.7%-69.4pp | 69.1%-62.9pp | 82.6%-76.4pp |
| Annual return | -6.38% | 56.96%-63.3pp | 32.53%-38.9pp | 519.77%-526.2pp |
| Employer contribution / active EE | $612 | $2,716-77.5% | $1,961-68.8% | $4,779-87.2% |
| Participant deferral / active EE | $1,683 | $3,844-56.2% | $3,108-45.9% | $5,609-70.0% |
| Admin fee / account holder | $643 | $6,522-90.1% | $5,060-87.3% | $10,829-94.1% |