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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 | $46,594 | $138,075-66.3% | $123,552-62.3% | $135,379-65.6% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | -6.12% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,503 | $5,152-70.8% | $4,628-67.5% | $4,779-68.6% |
| Participant deferral / active EE | $4,175 | $6,800-38.6% | $6,426-35.0% | $5,609-25.6% |
| Admin fee / account holder | $3,623 | $10,917-66.8% | $9,285-61.0% | $10,828-66.5% |