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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 | $122,070 | $168,635-27.6% | $147,617-17.3% | $125,389-2.6% |
| Participation rate | 44.4% | 88.8%-44.3pp | 84.6%-40.2pp | 83.2%-38.7pp |
| Annual return | -2.62% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,623 | $6,252-74.0% | $5,564-70.8% | $4,866-66.7% |
| Participant deferral / active EE | $4,391 | $5,507-20.3% | $4,895-10.3% | $5,352-17.9% |
| Admin fee / account holder | $1,953 | $13,580-85.6% | $11,612-83.2% | $9,541-79.5% |