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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 | $36,058 | $138,076-73.9% | $123,553-70.8% | $135,380-73.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.77% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,371 | $5,152-73.4% | $4,628-70.4% | $4,779-71.3% |
| Participant deferral / active EE | $2,350 | $6,800-65.4% | $6,426-63.4% | $5,609-58.1% |
| Admin fee / account holder | $4,353 | $10,917-60.1% | $9,284-53.1% | $10,828-59.8% |