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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 | $29,186 | $190,862-84.7% | $159,991-81.8% | $134,509-78.3% |
| Participation rate | 56.5% | 82.0%-25.4pp | 78.0%-21.4pp | 81.2%-24.7pp |
| Annual return | -18.73% | 552.59%-571.3pp | 408.82%-427.6pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,107 | $4,995-77.8% | $4,225-73.8% | $4,741-76.6% |
| Participant deferral / active EE | $2,557 | $6,924-63.1% | $6,183-58.6% | $6,400-60.0% |
| Admin fee / account holder | $1,125 | $10,495-89.3% | $8,715-87.1% | $11,427-90.2% |