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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 | $30,849 | $135,645-77.3% | $110,243-72.0% | $135,379-77.2% |
| Participation rate | 47.8% | 83.5%-35.6pp | 79.8%-32.0pp | 82.6%-34.8pp |
| Annual return | -8.27% | 513.24%-521.5pp | 314.76%-323.0pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,407 | $4,907-50.9% | $3,827-37.1% | $4,779-49.6% |
| Participant deferral / active EE | $6,008 | $5,507+9.1% | $4,672+28.6% | $5,609+7.1% |
| Admin fee / account holder | $7,617 | $11,458-33.5% | $8,548-10.9% | $10,828-29.7% |