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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 | $52,300 | $135,639-61.4% | $110,241-52.6% | $135,382-61.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -4.34% | 513.21%-517.5pp | 314.75%-319.1pp | 519.77%-524.1pp |
| Employer contribution / active EE | $1,376 | $4,907-72.0% | $3,827-64.0% | $4,779-71.2% |
| Participant deferral / active EE | $3,053 | $5,507-44.6% | $4,672-34.6% | $5,609-45.6% |
| Admin fee / account holder | $2,808 | $11,457-75.5% | $8,548-67.1% | $10,829-74.1% |