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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 | $34,665 | $90,607-61.7% | $79,467-56.4% | $135,380-74.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -9.70% | 977.74%-987.4pp | 718.30%-728.0pp | 519.81%-529.5pp |
| Employer contribution / active EE | $801 | $3,068-73.9% | $2,800-71.4% | $4,779-83.2% |
| Participant deferral / active EE | $2,994 | $4,050-26.1% | $3,704-19.2% | $5,609-46.6% |
| Admin fee / account holder | $1,434 | $5,895-75.7% | $5,104-71.9% | $10,828-86.8% |