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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 | $77,319 | $90,606-14.7% | $79,466-2.7% | $135,379-42.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -6.32% | 977.69%-984.0pp | 718.28%-724.6pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,355 | $3,068-55.8% | $2,800-51.6% | $4,779-71.6% |
| Participant deferral / active EE | $10,908 | $4,050+169.3% | $3,704+194.5% | $5,609+94.5% |
| Admin fee / account holder | $5,591 | $5,895-5.2% | $5,104+9.5% | $10,828-48.4% |