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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 | $75,595 | $84,697-10.7% | $73,845+2.4% | $125,393-39.7% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -1.99% | 3123.66%-3125.7pp | 2267.91%-2269.9pp | 282.23%-284.2pp |
| Employer contribution / active EE | $1,190 | $3,123-61.9% | $2,788-57.3% | $4,866-75.6% |
| Participant deferral / active EE | $2,688 | $3,993-32.7% | $3,583-25.0% | $5,351-49.8% |
| Admin fee / account holder | $1,236 | $5,692-78.3% | $4,881-74.7% | $9,541-87.0% |