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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 | $131,921 | $135,639-2.7% | $110,241+19.7% | $135,382-2.6% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.8%-10.3pp | 82.6%-13.1pp |
| Annual return | -8.25% | 513.21%-521.5pp | 314.75%-323.0pp | 519.77%-528.0pp |
| Employer contribution / active EE | $1,507 | $4,907-69.3% | $3,827-60.6% | $4,779-68.5% |
| Participant deferral / active EE | $4,046 | $5,507-26.5% | $4,672-13.4% | $5,609-27.9% |
| Admin fee / account holder | $2,491 | $11,457-78.3% | $8,548-70.9% | $10,829-77.0% |