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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 | $38,252 | $180,462-78.8% | $154,111-75.2% | $135,379-71.7% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | -4.45% | 888.17%-892.6pp | 735.18%-739.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,465 | $6,036-75.7% | $5,298-72.3% | $4,779-69.3% |
| Participant deferral / active EE | $2,124 | $5,806-63.4% | $5,081-58.2% | $5,609-62.1% |
| Admin fee / account holder | $8,464 | $16,145-47.6% | $13,411-36.9% | $10,828-21.8% |