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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 | $34,946 | $102,385-65.9% | $147,080-76.2% | $80,935-56.8% |
| Participation rate | 64.9% | 75.9%-11.0pp | 82.2%-17.3pp | 67.7%-2.8pp |
| Annual return | 0.00% | 135.09%-135.1pp | 420.17%-420.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $2,120 | $3,717-43.0% | $4,933-57.0% | $2,757-23.1% |
| Participant deferral / active EE | $5,332 | $6,651-19.8% | $8,066-33.9% | $4,299+24.0% |
| Admin fee / account holder | $3,760 | $7,951-52.7% | $12,989-71.1% | $6,924-45.7% |