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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 | $88,508 | $97,729-9.4% | $83,830+5.6% | $135,379-34.6% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | -8.60% | 1287.52%-1296.1pp | 850.97%-859.6pp | 519.79%-528.4pp |
| Employer contribution / active EE | $819 | $4,222-80.6% | $3,631-77.4% | $4,779-82.9% |
| Participant deferral / active EE | $1,997 | $4,683-57.4% | $4,082-51.1% | $5,609-64.4% |
| Admin fee / account holder | $390 | $6,674-94.2% | $5,479-92.9% | $10,828-96.4% |