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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 | $64,698 | $97,761-33.8% | $83,850-22.8% | $135,382-52.2% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -7.19% | 1287.44%-1294.6pp | 850.92%-858.1pp | 519.77%-527.0pp |
| Employer contribution / active EE | $2,132 | $4,222-49.5% | $3,631-41.3% | $4,779-55.4% |
| Participant deferral / active EE | $5,147 | $4,682+9.9% | $4,082+26.1% | $5,609-8.2% |
| Admin fee / account holder | $1,133 | $6,674-83.0% | $5,478-79.3% | $10,829-89.5% |