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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 | $37,671 | $90,617-58.4% | $79,476-52.6% | $135,382-72.2% |
| Participation rate | 33.3% | 76.1%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -2.66% | 977.57%-980.2pp | 718.21%-720.9pp | 519.77%-522.4pp |
| Employer contribution / active EE | $2,050 | $3,068-33.2% | $2,800-26.8% | $4,779-57.1% |
| Participant deferral / active EE | $10,991 | $4,050+171.3% | $3,704+196.7% | $5,609+96.0% |
| Admin fee / account holder | $2,018 | $5,907-65.8% | $5,113-60.5% | $10,829-81.4% |