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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 | $23,798 | $138,076-82.8% | $123,553-80.7% | $135,380-82.4% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -3.98% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,368 | $5,152-73.5% | $4,628-70.4% | $4,779-71.4% |
| Participant deferral / active EE | $3,100 | $6,800-54.4% | $6,426-51.8% | $5,609-44.7% |
| Admin fee / account holder | $9,695 | $10,917-11.2% | $9,284+4.4% | $10,828-10.5% |