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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 | $121,979 | $190,916-36.1% | $160,037-23.8% | $134,545-9.3% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -14.66% | 552.79%-567.4pp | 408.95%-423.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $2,122 | $4,996-57.5% | $4,226-49.8% | $4,742-55.2% |
| Participant deferral / active EE | $3,443 | $6,925-50.3% | $6,184-44.3% | $6,401-46.2% |
| Admin fee / account holder | $1,311 | $10,497-87.5% | $8,716-85.0% | $11,431-88.5% |