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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 | $77,070 | $88,603-13.0% | $69,890+10.3% | $134,545-42.7% |
| Participation rate | 45.5% | 74.9%-29.5pp | 70.5%-25.0pp | 81.2%-35.8pp |
| Annual return | -20.03% | 442.93%-463.0pp | 190.84%-210.9pp | 418.37%-438.4pp |
| Employer contribution / active EE | $2,832 | $3,236-12.5% | $2,560+10.6% | $4,742-40.3% |
| Participant deferral / active EE | $5,468 | $4,771+14.6% | $3,848+42.1% | $6,401-14.6% |
| Admin fee / account holder | $1,225 | $10,443-88.3% | $6,267-80.4% | $11,431-89.3% |