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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 | $34,758 | $99,644-65.1% | $86,438-59.8% | $134,532-74.2% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -3.01% | 6787.26%-6790.3pp | 4397.19%-4400.2pp | 418.27%-421.3pp |
| Employer contribution / active EE | $777 | $4,402-82.3% | $3,769-79.4% | $4,741-83.6% |
| Participant deferral / active EE | $7,740 | $7,247+6.8% | $6,952+11.3% | $6,401+20.9% |
| Admin fee / account holder | $420 | $8,375-95.0% | $6,733-93.8% | $11,429-96.3% |