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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 | $100,511 | $138,072-27.2% | $123,549-18.6% | $135,382-25.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.14% | 153.69%-160.8pp | 119.20%-126.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $2,182 | $5,152-57.6% | $4,628-52.8% | $4,779-54.3% |
| Participant deferral / active EE | $9,202 | $6,799+35.3% | $6,426+43.2% | $5,609+64.1% |
| Admin fee / account holder | $3,000 | $10,917-72.5% | $9,284-67.7% | $10,829-72.3% |