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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 | $18,055 | $97,732-81.5% | $83,831-78.5% | $135,380-86.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -5.62% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,191 | $4,222-71.8% | $3,631-67.2% | $4,779-75.1% |
| Participant deferral / active EE | $2,523 | $4,683-46.1% | $4,082-38.2% | $5,609-55.0% |
| Admin fee / account holder | $1,389 | $6,675-79.2% | $5,479-74.7% | $10,828-87.2% |