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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 | $37,903 | $138,076-72.5% | $123,553-69.3% | $135,380-72.0% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -7.82% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,201 | $5,152-76.7% | $4,628-74.1% | $4,779-74.9% |
| Participant deferral / active EE | $6,488 | $6,800-4.6% | $6,426+1.0% | $5,609+15.7% |
| Admin fee / account holder | $643 | $10,917-94.1% | $9,284-93.1% | $10,828-94.1% |