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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 | $69,228 | $92,766-25.4% | $82,763-16.4% | $134,545-48.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -4.79% | 946.97%-951.8pp | 702.45%-707.2pp | 418.37%-423.2pp |
| Employer contribution / active EE | $5,492 | $3,273+67.8% | $3,008+82.6% | $4,742+15.8% |
| Participant deferral / active EE | $9,631 | $4,802+100.5% | $4,395+119.1% | $6,401+50.4% |
| Admin fee / account holder | $5,304 | $5,978-11.3% | $5,325-0.4% | $11,431-53.6% |