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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 | $33,660 | $90,607-62.8% | $79,467-57.6% | $135,380-75.1% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | -1.64% | 977.74%-979.4pp | 718.30%-719.9pp | 519.81%-521.4pp |
| Employer contribution / active EE | $1,925 | $3,068-37.3% | $2,800-31.3% | $4,779-59.7% |
| Participant deferral / active EE | $3,991 | $4,050-1.5% | $3,704+7.8% | $5,609-28.8% |
| Admin fee / account holder | $4,356 | $5,895-26.1% | $5,104-14.6% | $10,828-59.8% |