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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 | $60,344 | $135,645-55.5% | $110,243-45.3% | $135,379-55.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -5.32% | 513.24%-518.6pp | 314.76%-320.1pp | 519.79%-525.1pp |
| Employer contribution / active EE | $2,258 | $4,907-54.0% | $3,827-41.0% | $4,779-52.7% |
| Participant deferral / active EE | $3,114 | $5,507-43.5% | $4,672-33.4% | $5,609-44.5% |
| Admin fee / account holder | $3,029 | $11,458-73.6% | $8,548-64.6% | $10,828-72.0% |