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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 | $54,154 | $99,668-45.7% | $86,451-37.4% | $134,545-59.8% |
| Participation rate | 35.3% | 82.1%-46.8pp | 80.3%-45.0pp | 81.2%-45.9pp |
| Annual return | -4.32% | 6789.61%-6793.9pp | 4398.51%-4402.8pp | 418.37%-422.7pp |
| Employer contribution / active EE | $1,299 | $4,403-70.5% | $3,770-65.5% | $4,742-72.6% |
| Participant deferral / active EE | $3,189 | $7,249-56.0% | $6,953-54.1% | $6,401-50.2% |
| Admin fee / account holder | $12,086 | $8,377+44.3% | $6,734+79.5% | $11,431+5.7% |