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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 | $45,647 | $190,862-76.1% | $159,991-71.5% | $134,509-66.1% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.0%-9.2pp | 81.2%-12.5pp |
| Annual return | -16.28% | 552.59%-568.9pp | 408.82%-425.1pp | 418.13%-434.4pp |
| Employer contribution / active EE | $1,269 | $4,995-74.6% | $4,225-70.0% | $4,741-73.2% |
| Participant deferral / active EE | $2,343 | $6,924-66.2% | $6,183-62.1% | $6,400-63.4% |
| Admin fee / account holder | $1,542 | $10,495-85.3% | $8,715-82.3% | $11,427-86.5% |