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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 | $33,308 | $138,102-75.9% | $125,381-73.4% | $134,532-75.2% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -17.10% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,106 | $5,245-78.9% | $4,815-77.0% | $4,741-76.7% |
| Participant deferral / active EE | $3,282 | $7,801-57.9% | $7,448-55.9% | $6,401-48.7% |
| Admin fee / account holder | $554 | $11,568-95.2% | $10,007-94.5% | $11,429-95.1% |