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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 | $68,104 | $168,635-59.6% | $147,617-53.9% | $125,389-45.7% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | -1.62% | 77.65%-79.3pp | 61.98%-63.6pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,905 | $6,252-53.5% | $5,564-47.8% | $4,866-40.3% |
| Participant deferral / active EE | $2,000 | $5,507-63.7% | $4,895-59.1% | $5,352-62.6% |
| Admin fee / account holder | $3,395 | $13,580-75.0% | $11,612-70.8% | $9,541-64.4% |