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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 | $59,145 | $138,076-57.2% | $123,553-52.1% | $135,380-56.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.17% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $3,433 | $5,152-33.4% | $4,628-25.8% | $4,779-28.2% |
| Participant deferral / active EE | $6,536 | $6,800-3.9% | $6,426+1.7% | $5,609+16.5% |
| Admin fee / account holder | $1,935 | $10,917-82.3% | $9,284-79.2% | $10,828-82.1% |