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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 | $57,851 | $92,743-37.6% | $82,744-30.1% | $134,532-57.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -5.40% | 946.63%-952.0pp | 702.22%-707.6pp | 418.27%-423.7pp |
| Employer contribution / active EE | $745 | $3,273-77.2% | $3,008-75.2% | $4,741-84.3% |
| Participant deferral / active EE | $1,553 | $4,802-67.7% | $4,395-64.7% | $6,401-75.7% |
| Admin fee / account holder | $487 | $5,977-91.9% | $5,325-90.9% | $11,429-95.7% |