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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 | $30,105 | $92,766-67.5% | $82,763-63.6% | $134,545-77.6% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -17.52% | 946.97%-964.5pp | 702.45%-720.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,630 | $3,273-50.2% | $3,008-45.8% | $4,742-65.6% |
| Participant deferral / active EE | $4,162 | $4,802-13.3% | $4,395-5.3% | $6,401-35.0% |
| Admin fee / account holder | $542 | $5,978-90.9% | $5,325-89.8% | $11,431-95.3% |