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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 | $33,987 | $95,975-64.6% | $74,549-54.4% | $135,379-74.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -1.11% | 56.96%-58.1pp | 32.53%-33.6pp | 519.79%-520.9pp |
| Employer contribution / active EE | $2,192 | $2,716-19.3% | $1,961+11.8% | $4,779-54.1% |
| Participant deferral / active EE | $13,214 | $3,844+243.8% | $3,108+325.1% | $5,609+135.6% |
| Admin fee / account holder | $1,019 | $6,522-84.4% | $5,059-79.8% | $10,828-90.6% |