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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 | $37,905 | $90,617-58.2% | $79,476-52.3% | $135,382-72.0% |
| Participation rate | 62.5% | 76.1%-13.6pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -5.38% | 977.57%-983.0pp | 718.21%-723.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,098 | $3,068-64.2% | $2,800-60.8% | $4,779-77.0% |
| Participant deferral / active EE | $2,301 | $4,050-43.2% | $3,704-37.9% | $5,609-59.0% |
| Admin fee / account holder | $1,012 | $5,907-82.9% | $5,113-80.2% | $10,829-90.7% |