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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 | $37,223 | $138,078-73.0% | $125,363-70.3% | $134,509-72.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.29% | 750.49%-769.8pp | 572.15%-591.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,645 | $5,245-68.6% | $4,815-65.8% | $4,741-65.3% |
| Participant deferral / active EE | $6,263 | $7,800-19.7% | $7,447-15.9% | $6,400-2.1% |
| Admin fee / account holder | $430 | $11,566-96.3% | $10,005-95.7% | $11,427-96.2% |