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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 | $54,636 | $84,685-35.5% | $73,836-26.0% | $125,389-56.4% |
| Participation rate | 55.0% | 76.8%-21.8pp | 73.4%-18.4pp | 83.2%-28.2pp |
| Annual return | -1.35% | 3123.80%-3125.1pp | 2268.06%-2269.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,214 | $3,123-61.1% | $2,787-56.4% | $4,866-75.0% |
| Participant deferral / active EE | $1,857 | $3,993-53.5% | $3,583-48.2% | $5,352-65.3% |
| Admin fee / account holder | $7,708 | $5,694+35.4% | $4,882+57.9% | $9,541-19.2% |