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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 | $37,770 | $75,832-50.2% | $147,617-74.4% | $59,633-36.7% |
| Participation rate | 66.2% | 71.6%-5.3pp | 84.6%-18.4pp | 68.7%-2.5pp |
| Annual return | -0.31% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,491 | $3,485-57.2% | $5,564-73.2% | $2,203-32.3% |
| Participant deferral / active EE | $2,104 | $3,131-32.8% | $4,895-57.0% | $3,192-34.1% |
| Admin fee / account holder | $1,304 | $5,986-78.2% | $11,612-88.8% | $4,297-69.6% |