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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 | $31,235 | $138,102-77.4% | $125,381-75.1% | $134,532-76.8% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -16.02% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $983 | $5,245-81.3% | $4,815-79.6% | $4,741-79.3% |
| Participant deferral / active EE | $3,006 | $7,801-61.5% | $7,448-59.6% | $6,401-53.0% |
| Admin fee / account holder | $1,642 | $11,568-85.8% | $10,007-83.6% | $11,429-85.6% |