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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 | $26,648 | $138,072-80.7% | $123,549-78.4% | $135,382-80.3% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -5.45% | 153.69%-159.1pp | 119.20%-124.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,286 | $5,152-75.0% | $4,628-72.2% | $4,779-73.1% |
| Participant deferral / active EE | $4,905 | $6,799-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $19,432 | $10,917+78.0% | $9,284+109.3% | $10,829+79.5% |