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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 | $31,241 | $84,685-63.1% | $73,836-57.7% | $125,389-75.1% |
| Participation rate | 64.3% | 76.8%-12.5pp | 73.4%-9.2pp | 83.2%-18.9pp |
| Annual return | -3.56% | 3123.80%-3127.4pp | 2268.06%-2271.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,745 | $3,123-44.1% | $2,787-37.4% | $4,866-64.1% |
| Participant deferral / active EE | $4,857 | $3,993+21.6% | $3,583+35.5% | $5,352-9.2% |
| Admin fee / account holder | $7,427 | $5,694+30.4% | $4,882+52.1% | $9,541-22.2% |