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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 | $27,307 | $138,076-80.2% | $123,553-77.9% | $135,380-79.8% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -4.24% | 153.70%-157.9pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,485 | $5,152-51.8% | $4,628-46.3% | $4,779-48.0% |
| Participant deferral / active EE | $4,338 | $6,800-36.2% | $6,426-32.5% | $5,609-22.7% |
| Admin fee / account holder | $9,837 | $10,917-9.9% | $9,284+6.0% | $10,828-9.1% |