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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 | $34,837 | $138,072-74.8% | $123,549-71.8% | $135,382-74.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.45% | 153.69%-160.1pp | 119.20%-125.7pp | 519.77%-526.2pp |
| Employer contribution / active EE | $4,032 | $5,152-21.7% | $4,628-12.9% | $4,779-15.6% |
| Participant deferral / active EE | $8,735 | $6,799+28.5% | $6,426+35.9% | $5,609+55.7% |
| Admin fee / account holder | $12,116 | $10,917+11.0% | $9,284+30.5% | $10,829+11.9% |