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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 | $122,955 | $138,076-11.0% | $123,553-0.5% | $135,380-9.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.98% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,067 | $5,152-59.9% | $4,628-55.3% | $4,779-56.8% |
| Participant deferral / active EE | $4,045 | $6,800-40.5% | $6,426-37.1% | $5,609-27.9% |
| Admin fee / account holder | $4,467 | $10,917-59.1% | $9,284-51.9% | $10,828-58.7% |