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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 | $38,308 | $152,597-74.9% | $117,533-67.4% | $134,532-71.5% |
| Participation rate | 60.0% | 77.1%-17.1pp | 70.6%-10.6pp | 81.2%-21.2pp |
| Annual return | -17.19% | 53.04%-70.2pp | 29.77%-47.0pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,228 | $5,576-78.0% | $4,179-70.6% | $4,741-74.1% |
| Participant deferral / active EE | $1,266 | $4,821-73.7% | $4,072-68.9% | $6,401-80.2% |
| Admin fee / account holder | $638 | $7,007-90.9% | $5,647-88.7% | $11,429-94.4% |