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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 | $48,311 | $138,075-65.0% | $123,552-60.9% | $135,379-64.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -6.11% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,595 | $5,152-69.0% | $4,628-65.5% | $4,779-66.6% |
| Participant deferral / active EE | $2,959 | $6,800-56.5% | $6,426-53.9% | $5,609-47.2% |
| Admin fee / account holder | $2,349 | $10,917-78.5% | $9,285-74.7% | $10,828-78.3% |