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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 | $70,899 | $95,975-26.1% | $74,552-4.9% | $135,382-47.6% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -8.66% | 56.96%-65.6pp | 32.53%-41.2pp | 519.77%-528.4pp |
| Employer contribution / active EE | $1,124 | $2,716-58.6% | $1,961-42.7% | $4,779-76.5% |
| Participant deferral / active EE | $1,458 | $3,844-62.1% | $3,108-53.1% | $5,609-74.0% |
| Admin fee / account holder | $1,233 | $6,522-81.1% | $5,060-75.6% | $10,829-88.6% |