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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 | $52,769 | $197,819-73.3% | $155,789-66.1% | $125,389-57.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | -2.54% | 86.73%-89.3pp | 71.54%-74.1pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,071 | $4,850-77.9% | $3,839-72.1% | $4,866-78.0% |
| Participant deferral / active EE | $2,014 | $5,631-64.2% | $4,798-58.0% | $5,352-62.4% |
| Admin fee / account holder | $509 | $9,544-94.7% | $7,477-93.2% | $9,541-94.7% |