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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 | $66,379 | $99,644-33.4% | $86,438-23.2% | $134,532-50.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -11.88% | 6787.26%-6799.1pp | 4397.19%-4409.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $919 | $4,402-79.1% | $3,769-75.6% | $4,741-80.6% |
| Participant deferral / active EE | $3,027 | $7,247-58.2% | $6,952-56.5% | $6,401-52.7% |
| Admin fee / account holder | $11,459 | $8,375+36.8% | $6,733+70.2% | $11,429+0.3% |