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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 | $29,884 | $84,685-64.7% | $73,836-59.5% | $125,389-76.2% |
| Participation rate | 53.3% | 76.8%-23.4pp | 73.4%-20.1pp | 83.2%-29.9pp |
| Annual return | -1.28% | 3123.80%-3125.1pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,901 | $3,123-39.1% | $2,787-31.8% | $4,866-60.9% |
| Participant deferral / active EE | $3,047 | $3,993-23.7% | $3,583-15.0% | $5,352-43.1% |
| Admin fee / account holder | $4,398 | $5,694-22.8% | $4,882-9.9% | $9,541-53.9% |