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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 | $58,293 | $180,462-67.7% | $154,111-62.2% | $135,379-56.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -4.27% | 888.17%-892.4pp | 735.18%-739.4pp | 519.79%-524.1pp |
| Employer contribution / active EE | $3,253 | $6,036-46.1% | $5,298-38.6% | $4,779-31.9% |
| Participant deferral / active EE | $5,289 | $5,806-8.9% | $5,081+4.1% | $5,609-5.7% |
| Admin fee / account holder | $766 | $16,145-95.3% | $13,411-94.3% | $10,828-92.9% |