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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 | $21,744 | $97,759-77.8% | $83,849-74.1% | $135,377-83.9% |
| Participation rate | 68.8% | 79.9%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -6.96% | 1287.41%-1294.4pp | 850.91%-857.9pp | 519.75%-526.7pp |
| Employer contribution / active EE | $1,666 | $4,222-60.5% | $3,631-54.1% | $4,779-65.1% |
| Participant deferral / active EE | $2,563 | $4,682-45.3% | $4,082-37.2% | $5,609-54.3% |
| Admin fee / account holder | $345 | $6,674-94.8% | $5,478-93.7% | $10,828-96.8% |