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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 | $41,568 | $138,075-69.9% | $123,552-66.4% | $135,379-69.3% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -8.06% | 153.70%-161.8pp | 119.20%-127.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $2,773 | $5,152-46.2% | $4,628-40.1% | $4,779-42.0% |
| Participant deferral / active EE | $4,379 | $6,800-35.6% | $6,426-31.9% | $5,609-21.9% |
| Admin fee / account holder | $877 | $10,917-92.0% | $9,285-90.5% | $10,828-91.9% |