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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 | $12,032 | $90,617-86.7% | $79,476-84.9% | $135,382-91.1% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -2.69% | 977.57%-980.3pp | 718.21%-720.9pp | 519.77%-522.5pp |
| Employer contribution / active EE | $1,170 | $3,068-61.9% | $2,800-58.2% | $4,779-75.5% |
| Participant deferral / active EE | $2,136 | $4,050-47.3% | $3,704-42.3% | $5,609-61.9% |
| Admin fee / account holder | $6,955 | $5,907+17.7% | $5,113+36.0% | $10,829-35.8% |