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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 | $76,224 | $138,076-44.8% | $123,553-38.3% | $135,380-43.7% |
| Participation rate | 22.7% | 84.7%-62.0pp | 82.3%-59.6pp | 82.6%-59.9pp |
| Annual return | -5.21% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $8,437 | $5,152+63.8% | $4,628+82.3% | $4,779+76.5% |
| Participant deferral / active EE | $8,084 | $6,800+18.9% | $6,426+25.8% | $5,609+44.1% |
| Admin fee / account holder | $5,174 | $10,917-52.6% | $9,284-44.3% | $10,828-52.2% |