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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 | $65,653 | $90,607-27.5% | $79,467-17.4% | $135,380-51.5% |
| Participation rate | 52.4% | 76.0%-23.7pp | 73.3%-21.0pp | 82.6%-30.3pp |
| Annual return | -3.46% | 977.74%-981.2pp | 718.30%-721.8pp | 519.81%-523.3pp |
| Employer contribution / active EE | $689 | $3,068-77.5% | $2,800-75.4% | $4,779-85.6% |
| Participant deferral / active EE | $1,420 | $4,050-64.9% | $3,704-61.7% | $5,609-74.7% |
| Admin fee / account holder | $6,249 | $5,895+6.0% | $5,104+22.4% | $10,828-42.3% |