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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 | $38,565 | $138,076-72.1% | $123,553-68.8% | $135,380-71.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.05% | 153.70%-160.7pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,357 | $5,152-73.7% | $4,628-70.7% | $4,779-71.6% |
| Participant deferral / active EE | $3,066 | $6,800-54.9% | $6,426-52.3% | $5,609-45.3% |
| Admin fee / account holder | $550 | $10,917-95.0% | $9,284-94.1% | $10,828-94.9% |