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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 | $44,139 | $160,059-72.4% | $140,019-68.5% | $135,379-67.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -0.80% | 911.44%-912.2pp | 651.15%-652.0pp | 519.79%-520.6pp |
| Employer contribution / active EE | $4,513 | $6,420-29.7% | $5,605-19.5% | $4,779-5.6% |
| Participant deferral / active EE | $7,843 | $7,641+2.6% | $6,927+13.2% | $5,609+39.8% |
| Admin fee / account holder | $12,262 | $13,328-8.0% | $10,705+14.5% | $10,828+13.2% |