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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 | $62,988 | $90,606-30.5% | $79,466-20.7% | $135,379-53.5% |
| Participation rate | 28.6% | 76.0%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -3.52% | 977.69%-981.2pp | 718.28%-721.8pp | 519.79%-523.3pp |
| Employer contribution / active EE | $1,081 | $3,068-64.8% | $2,800-61.4% | $4,779-77.4% |
| Participant deferral / active EE | $3,035 | $4,050-25.1% | $3,704-18.1% | $5,609-45.9% |
| Admin fee / account holder | $619 | $5,895-89.5% | $5,104-87.9% | $10,828-94.3% |