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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 | $53,762 | $138,075-61.1% | $123,552-56.5% | $135,379-60.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.35% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,909 | $5,152-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $7,568 | $6,800+11.3% | $6,426+17.8% | $5,609+34.9% |
| Admin fee / account holder | $7,849 | $10,917-28.1% | $9,285-15.5% | $10,828-27.5% |