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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 | $72,249 | $138,076-47.7% | $123,553-41.5% | $135,380-46.6% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -3.79% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,573 | $5,152-50.1% | $4,628-44.4% | $4,779-46.2% |
| Participant deferral / active EE | $4,491 | $6,800-33.9% | $6,426-30.1% | $5,609-19.9% |
| Admin fee / account holder | $502 | $10,917-95.4% | $9,284-94.6% | $10,828-95.4% |