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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 | $21,998 | $138,076-84.1% | $123,553-82.2% | $135,380-83.8% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -1.53% | 153.70%-155.2pp | 119.21%-120.7pp | 519.81%-521.3pp |
| Employer contribution / active EE | $1,575 | $5,152-69.4% | $4,628-66.0% | $4,779-67.0% |
| Participant deferral / active EE | $4,234 | $6,800-37.7% | $6,426-34.1% | $5,609-24.5% |
| Admin fee / account holder | $868 | $10,917-92.1% | $9,284-90.7% | $10,828-92.0% |