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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 | $33,761 | $190,879-82.3% | $160,009-78.9% | $134,532-74.9% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.0%-14.3pp | 81.2%-17.6pp |
| Annual return | -16.13% | 552.63%-568.8pp | 408.85%-425.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,895 | $4,995-42.1% | $4,225-31.5% | $4,741-38.9% |
| Participant deferral / active EE | $3,598 | $6,924-48.0% | $6,183-41.8% | $6,401-43.8% |
| Admin fee / account holder | $1,806 | $10,495-82.8% | $8,715-79.3% | $11,429-84.2% |