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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 | $61,146 | $138,072-55.7% | $123,549-50.5% | $135,382-54.8% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | -6.24% | 153.69%-159.9pp | 119.20%-125.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $1,471 | $5,152-71.5% | $4,628-68.2% | $4,779-69.2% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,621 | $10,917-85.1% | $9,284-82.5% | $10,829-85.0% |