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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 | $42,595 | $138,072-69.1% | $123,549-65.5% | $135,382-68.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.00% | 153.69%-161.7pp | 119.20%-127.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,065 | $5,152-79.3% | $4,628-77.0% | $4,779-77.7% |
| Participant deferral / active EE | $8,305 | $6,799+22.1% | $6,426+29.2% | $5,609+48.1% |
| Admin fee / account holder | $4,240 | $10,917-61.2% | $9,284-54.3% | $10,829-60.8% |