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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 | $134,424 | $138,114-2.7% | $125,391+7.2% | $134,545-0.1% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -12.01% | 750.88%-762.9pp | 572.41%-584.4pp | 418.37%-430.4pp |
| Employer contribution / active EE | $1,023 | $5,246-80.5% | $4,816-78.8% | $4,742-78.4% |
| Participant deferral / active EE | $5,828 | $7,801-25.3% | $7,448-21.8% | $6,401-9.0% |
| Admin fee / account holder | $1,639 | $11,570-85.8% | $10,009-83.6% | $11,431-85.7% |