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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 | $79,097 | $138,072-42.7% | $123,549-36.0% | $135,382-41.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.17% | 153.69%-160.9pp | 119.20%-126.4pp | 519.77%-526.9pp |
| Employer contribution / active EE | $2,572 | $5,152-50.1% | $4,628-44.4% | $4,779-46.2% |
| Participant deferral / active EE | $3,950 | $6,799-41.9% | $6,426-38.5% | $5,609-29.6% |
| Admin fee / account holder | $617 | $10,917-94.3% | $9,284-93.4% | $10,829-94.3% |