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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 | $62,917 | $180,466-65.1% | $154,114-59.2% | $135,382-53.5% |
| Participation rate | 29.4% | 87.4%-58.0pp | 83.0%-53.6pp | 82.6%-53.2pp |
| Annual return | -5.75% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $3,057 | $6,035-49.3% | $5,298-42.3% | $4,779-36.0% |
| Participant deferral / active EE | $5,049 | $5,806-13.0% | $5,081-0.6% | $5,609-10.0% |
| Admin fee / account holder | $4,106 | $16,144-74.6% | $13,411-69.4% | $10,829-62.1% |