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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 | $81,610 | $84,685-3.6% | $73,836+10.5% | $125,389-34.9% |
| Participation rate | 56.3% | 76.8%-20.5pp | 73.4%-17.2pp | 83.2%-26.9pp |
| Annual return | -2.07% | 3123.80%-3125.9pp | 2268.06%-2270.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,254 | $3,123-27.8% | $2,787-19.1% | $4,866-53.7% |
| Participant deferral / active EE | $4,759 | $3,993+19.2% | $3,583+32.8% | $5,352-11.1% |
| Admin fee / account holder | $5,539 | $5,694-2.7% | $4,882+13.5% | $9,541-41.9% |