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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 | $32,473 | $106,557-69.5% | $91,227-64.4% | $134,545-75.9% |
| Participation rate | 61.5% | 76.8%-15.3pp | 73.2%-11.7pp | 81.2%-19.7pp |
| Annual return | -19.04% | 160.81%-179.9pp | 114.14%-133.2pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,195 | $3,332-64.1% | $2,851-58.1% | $4,742-74.8% |
| Participant deferral / active EE | $2,094 | $4,719-55.6% | $4,234-50.5% | $6,401-67.3% |
| Admin fee / account holder | $496 | $6,235-92.0% | $5,423-90.9% | $11,431-95.7% |