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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 | $37,862 | $138,076-72.6% | $123,553-69.4% | $135,380-72.0% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -6.70% | 153.70%-160.4pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,704 | $5,152-66.9% | $4,628-63.2% | $4,779-64.3% |
| Participant deferral / active EE | $2,390 | $6,800-64.8% | $6,426-62.8% | $5,609-57.4% |
| Admin fee / account holder | $413 | $10,917-96.2% | $9,284-95.6% | $10,828-96.2% |