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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 | $32,871 | $90,606-63.7% | $79,466-58.6% | $135,379-75.7% |
| Participation rate | 68.2% | 76.0%-7.9pp | 73.3%-5.2pp | 82.6%-14.5pp |
| Annual return | -5.80% | 977.69%-983.5pp | 718.28%-724.1pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,591 | $3,068-48.1% | $2,800-43.2% | $4,779-66.7% |
| Participant deferral / active EE | $1,103 | $4,050-72.8% | $3,704-70.2% | $5,609-80.3% |
| Admin fee / account holder | $436 | $5,895-92.6% | $5,104-91.5% | $10,828-96.0% |