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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 | $56,225 | $84,697-33.6% | $73,845-23.9% | $125,393-55.2% |
| Participation rate | 38.1% | 76.8%-38.7pp | 73.4%-35.3pp | 83.2%-45.1pp |
| Annual return | -3.15% | 3123.66%-3126.8pp | 2267.91%-2271.1pp | 282.23%-285.4pp |
| Employer contribution / active EE | $1,917 | $3,123-38.6% | $2,788-31.2% | $4,866-60.6% |
| Participant deferral / active EE | $3,341 | $3,993-16.3% | $3,583-6.8% | $5,351-37.6% |
| Admin fee / account holder | $2,073 | $5,692-63.6% | $4,881-57.5% | $9,541-78.3% |