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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 | $66,363 | $138,072-51.9% | $123,549-46.3% | $135,382-51.0% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -5.95% | 153.69%-159.6pp | 119.20%-125.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $1,851 | $5,152-64.1% | $4,628-60.0% | $4,779-61.3% |
| Participant deferral / active EE | $3,736 | $6,799-45.1% | $6,426-41.9% | $5,609-33.4% |
| Admin fee / account holder | $6,310 | $10,917-42.2% | $9,284-32.0% | $10,829-41.7% |