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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 | $115,014 | $138,075-16.7% | $123,552-6.9% | $135,379-15.0% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -0.17% | 153.70%-153.9pp | 119.20%-119.4pp | 519.79%-520.0pp |
| Employer contribution / active EE | $4,973 | $5,152-3.5% | $4,628+7.5% | $4,779+4.1% |
| Participant deferral / active EE | $5,747 | $6,800-15.5% | $6,426-10.6% | $5,609+2.5% |
| Admin fee / account holder | $508 | $10,917-95.4% | $9,285-94.5% | $10,828-95.3% |