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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 | $97,768 | $138,076-29.2% | $123,553-20.9% | $135,380-27.8% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -8.91% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,778 | $5,152-65.5% | $4,628-61.6% | $4,779-62.8% |
| Participant deferral / active EE | $5,540 | $6,800-18.5% | $6,426-13.8% | $5,609-1.2% |
| Admin fee / account holder | $959 | $10,917-91.2% | $9,284-89.7% | $10,828-91.1% |