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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 | $60,461 | $75,962-20.4% | $154,108-60.8% | $64,173-5.8% |
| Participation rate | 34.6% | 70.4%-35.8pp | 83.0%-48.4pp | 69.6%-35.0pp |
| Annual return | -5.17% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $726 | $3,350-78.3% | $5,298-86.3% | $2,381-69.5% |
| Participant deferral / active EE | $2,066 | $3,175-34.9% | $5,081-59.3% | $3,470-40.5% |
| Admin fee / account holder | $6,266 | $5,589+12.1% | $13,411-53.3% | $4,887+28.2% |