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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 | $32,214 | $168,635-80.9% | $147,617-78.2% | $125,389-74.3% |
| Participation rate | 44.4% | 88.8%-44.3pp | 84.6%-40.2pp | 83.2%-38.7pp |
| Annual return | -0.96% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,030 | $6,252-67.5% | $5,564-63.5% | $4,866-58.3% |
| Participant deferral / active EE | $2,806 | $5,507-49.0% | $4,895-42.7% | $5,352-47.6% |
| Admin fee / account holder | $683 | $13,580-95.0% | $11,612-94.1% | $9,541-92.8% |