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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 | $106,348 | $138,075-23.0% | $123,552-13.9% | $135,379-21.4% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -5.36% | 153.70%-159.1pp | 119.20%-124.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,272 | $5,152-75.3% | $4,628-72.5% | $4,779-73.4% |
| Participant deferral / active EE | $7,400 | $6,800+8.8% | $6,426+15.2% | $5,609+31.9% |
| Admin fee / account holder | $38,345 | $10,917+251.2% | $9,285+313.0% | $10,828+254.1% |