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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 | $96,881 | $160,059-39.5% | $140,019-30.8% | $135,380-28.4% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.5%-44.6pp | 82.6%-39.8pp |
| Annual return | -7.53% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,597 | $6,420-75.1% | $5,605-71.5% | $4,779-66.6% |
| Participant deferral / active EE | $6,422 | $7,641-15.9% | $6,927-7.3% | $5,609+14.5% |
| Admin fee / account holder | $1,283 | $13,328-90.4% | $10,705-88.0% | $10,828-88.1% |