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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 | $39,941 | $138,102-71.1% | $125,381-68.1% | $134,532-70.3% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -11.64% | 750.73%-762.4pp | 572.31%-584.0pp | 418.27%-429.9pp |
| Employer contribution / active EE | $3,586 | $5,245-31.6% | $4,815-25.5% | $4,741-24.4% |
| Participant deferral / active EE | $6,922 | $7,801-11.3% | $7,448-7.1% | $6,401+8.1% |
| Admin fee / account holder | $29,425 | $11,568+154.4% | $10,007+194.0% | $11,429+157.5% |