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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 | $43,923 | $138,072-68.2% | $123,549-64.4% | $135,382-67.6% |
| Participation rate | 52.9% | 84.7%-31.8pp | 82.3%-29.4pp | 82.6%-29.7pp |
| Annual return | -7.49% | 153.69%-161.2pp | 119.20%-126.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $2,354 | $5,152-54.3% | $4,628-49.1% | $4,779-50.7% |
| Participant deferral / active EE | $4,407 | $6,799-35.2% | $6,426-31.4% | $5,609-21.4% |
| Admin fee / account holder | $6,170 | $10,917-43.5% | $9,284-33.5% | $10,829-43.0% |