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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 | $93,892 | $135,645-30.8% | $110,243-14.8% | $135,380-30.6% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -3.70% | 513.24%-516.9pp | 314.76%-318.5pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,251 | $4,907-33.7% | $3,827-15.0% | $4,779-32.0% |
| Participant deferral / active EE | $4,981 | $5,507-9.6% | $4,672+6.6% | $5,609-11.2% |
| Admin fee / account holder | $26,481 | $11,458+131.1% | $8,548+209.8% | $10,828+144.6% |