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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 | $42,580 | $138,076-69.2% | $123,553-65.5% | $135,380-68.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -7.85% | 153.70%-161.5pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,166 | $5,152-57.9% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $5,362 | $6,800-21.1% | $6,426-16.6% | $5,609-4.4% |
| Admin fee / account holder | $15,395 | $10,917+41.0% | $9,284+65.8% | $10,828+42.2% |