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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 | $107,249 | $180,462-40.6% | $154,111-30.4% | $135,379-20.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -6.59% | 888.17%-894.8pp | 735.18%-741.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $2,156 | $6,036-64.3% | $5,298-59.3% | $4,779-54.9% |
| Participant deferral / active EE | $5,061 | $5,806-12.8% | $5,081-0.4% | $5,609-9.8% |
| Admin fee / account holder | $1,391 | $16,145-91.4% | $13,411-89.6% | $10,828-87.2% |