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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 | $56,271 | $180,462-68.8% | $154,111-63.5% | $135,379-58.4% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -8.62% | 888.17%-896.8pp | 735.18%-743.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,416 | $6,036-76.5% | $5,298-73.3% | $4,779-70.4% |
| Participant deferral / active EE | $3,594 | $5,806-38.1% | $5,081-29.3% | $5,609-35.9% |
| Admin fee / account holder | $1,535 | $16,145-90.5% | $13,411-88.6% | $10,828-85.8% |