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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 | $49,286 | $180,459-72.7% | $154,108-68.0% | $135,380-63.6% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -6.69% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,577 | $6,035-40.7% | $5,298-32.5% | $4,779-25.1% |
| Participant deferral / active EE | $10,005 | $5,806+72.3% | $5,081+96.9% | $5,609+78.4% |
| Admin fee / account holder | $601 | $16,145-96.3% | $13,411-95.5% | $10,828-94.4% |