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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 | $97,732-77.8% | $83,831-74.1% | $135,380-83.9% |
| Participation rate | 68.8% | 80.0%-11.2pp | 76.1%-7.4pp | 82.6%-13.9pp |
| Annual return | -6.96% | 1287.56%-1294.5pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,666 | $4,222-60.5% | $3,631-54.1% | $4,779-65.1% |
| Participant deferral / active EE | $2,563 | $4,683-45.3% | $4,082-37.2% | $5,609-54.3% |
| Admin fee / account holder | $345 | $6,675-94.8% | $5,479-93.7% | $10,828-96.8% |