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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 | $26,790 | $90,617-70.4% | $79,476-66.3% | $135,382-80.2% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -2.99% | 977.57%-980.6pp | 718.21%-721.2pp | 519.77%-522.8pp |
| Employer contribution / active EE | $1,828 | $3,068-40.4% | $2,800-34.7% | $4,779-61.7% |
| Participant deferral / active EE | $2,625 | $4,050-35.2% | $3,704-29.1% | $5,609-53.2% |
| Admin fee / account holder | $7,482 | $5,907+26.7% | $5,113+46.3% | $10,829-30.9% |