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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 | $28,760 | $106,557-73.0% | $91,227-68.5% | $134,545-78.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -18.86% | 160.81%-179.7pp | 114.14%-133.0pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,130 | $3,332-6.1% | $2,851+9.8% | $4,742-34.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $673 | $6,235-89.2% | $5,423-87.6% | $11,431-94.1% |