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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 | $60,705 | $95,979-36.8% | $74,551-18.6% | $135,380-55.2% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -6.10% | 56.97%-63.1pp | 32.53%-38.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $427 | $2,716-84.3% | $1,961-78.2% | $4,779-91.1% |
| Participant deferral / active EE | $1,268 | $3,844-67.0% | $3,108-59.2% | $5,609-77.4% |
| Admin fee / account holder | $3,581 | $6,522-45.1% | $5,059-29.2% | $10,828-66.9% |