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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 | $103,189 | $138,076-25.3% | $123,553-16.5% | $135,380-23.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.15% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $3,963 | $5,152-23.1% | $4,628-14.4% | $4,779-17.1% |
| Participant deferral / active EE | $6,013 | $6,800-11.6% | $6,426-6.4% | $5,609+7.2% |
| Admin fee / account holder | $903 | $10,917-91.7% | $9,284-90.3% | $10,828-91.7% |