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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 | $61,457 | $84,685-27.4% | $73,836-16.8% | $125,389-51.0% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -1.38% | 3123.80%-3125.2pp | 2268.06%-2269.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,550 | $3,123-50.4% | $2,787-44.4% | $4,866-68.2% |
| Participant deferral / active EE | $1,885 | $3,993-52.8% | $3,583-47.4% | $5,352-64.8% |
| Admin fee / account holder | $1,808 | $5,694-68.2% | $4,882-63.0% | $9,541-81.0% |