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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 | $23,066 | $138,075-83.3% | $123,552-81.3% | $135,379-83.0% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -6.94% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,959 | $5,152-62.0% | $4,628-57.7% | $4,779-59.0% |
| Participant deferral / active EE | $3,891 | $6,800-42.8% | $6,426-39.4% | $5,609-30.6% |
| Admin fee / account holder | $1,095 | $10,917-90.0% | $9,285-88.2% | $10,828-89.9% |