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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 | $54,989 | $160,059-65.6% | $140,019-60.7% | $135,380-59.4% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.5%-34.6pp | 82.6%-29.7pp |
| Annual return | -7.42% | 911.48%-918.9pp | 651.17%-658.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,683 | $6,420-58.2% | $5,605-52.1% | $4,779-43.9% |
| Participant deferral / active EE | $4,396 | $7,641-42.5% | $6,927-36.5% | $5,609-21.6% |
| Admin fee / account holder | $2,680 | $13,328-79.9% | $10,705-75.0% | $10,828-75.2% |