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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 | $36,498 | $90,607-59.7% | $79,467-54.1% | $135,380-73.0% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -4.61% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $902 | $3,068-70.6% | $2,800-67.8% | $4,779-81.1% |
| Participant deferral / active EE | $1,133 | $4,050-72.0% | $3,704-69.4% | $5,609-79.8% |
| Admin fee / account holder | $5,620 | $5,895-4.7% | $5,104+10.1% | $10,828-48.1% |