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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 | $39,257 | $180,466-78.2% | $154,114-74.5% | $135,382-71.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -2.46% | 888.15%-890.6pp | 735.16%-737.6pp | 519.77%-522.2pp |
| Employer contribution / active EE | $1,645 | $6,035-72.7% | $5,298-68.9% | $4,779-65.6% |
| Participant deferral / active EE | $3,692 | $5,806-36.4% | $5,081-27.3% | $5,609-34.2% |
| Admin fee / account holder | $15,571 | $16,144-3.5% | $13,411+16.1% | $10,829+43.8% |