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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 | $63,167 | $138,075-54.3% | $123,552-48.9% | $135,379-53.3% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -5.76% | 153.70%-159.5pp | 119.20%-125.0pp | 519.79%-525.5pp |
| Employer contribution / active EE | $2,588 | $5,152-49.8% | $4,628-44.1% | $4,779-45.8% |
| Participant deferral / active EE | $3,092 | $6,800-54.5% | $6,426-51.9% | $5,609-44.9% |
| Admin fee / account holder | $3,700 | $10,917-66.1% | $9,285-60.1% | $10,828-65.8% |