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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 | $65,330 | $75,962-14.0% | $154,111-57.6% | $64,173+1.8% |
| Participation rate | 35.1% | 70.4%-35.3pp | 83.0%-47.9pp | 69.6%-34.4pp |
| Annual return | -2.40% | 30.32%-32.7pp | 735.18%-737.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $798 | $3,350-76.2% | $5,298-84.9% | $2,381-66.5% |
| Participant deferral / active EE | $1,432 | $3,175-54.9% | $5,081-71.8% | $3,470-58.7% |
| Admin fee / account holder | $4,264 | $5,589-23.7% | $13,411-68.2% | $4,887-12.8% |