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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 | $54,365 | $168,636-67.8% | $147,618-63.2% | $125,388-56.6% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -3.45% | 77.65%-81.1pp | 61.98%-65.4pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,196 | $6,252-64.9% | $5,565-60.5% | $4,866-54.9% |
| Participant deferral / active EE | $3,809 | $5,507-30.8% | $4,895-22.2% | $5,352-28.8% |
| Admin fee / account holder | $660 | $13,580-95.1% | $11,612-94.3% | $9,541-93.1% |