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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 | $117,739 | $180,466-34.8% | $154,114-23.6% | $135,382-13.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.85% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $1,716 | $6,035-71.6% | $5,298-67.6% | $4,779-64.1% |
| Participant deferral / active EE | $4,429 | $5,806-23.7% | $5,081-12.8% | $5,609-21.0% |
| Admin fee / account holder | $442 | $16,144-97.3% | $13,411-96.7% | $10,829-95.9% |