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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 | $52,632 | $97,729-46.1% | $83,830-37.2% | $135,379-61.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -8.81% | 1287.52%-1296.3pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $957 | $4,222-77.3% | $3,631-73.6% | $4,779-80.0% |
| Participant deferral / active EE | $1,347 | $4,683-71.2% | $4,082-67.0% | $5,609-76.0% |
| Admin fee / account holder | $6,810 | $6,674+2.0% | $5,479+24.3% | $10,828-37.1% |