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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 | $31,098 | $138,075-77.5% | $123,552-74.8% | $135,379-77.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.15% | 153.70%-160.8pp | 119.20%-126.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $999 | $5,152-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $3,525 | $6,800-48.2% | $6,426-45.1% | $5,609-37.1% |
| Admin fee / account holder | $709 | $10,917-93.5% | $9,285-92.4% | $10,828-93.5% |