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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 | $54,553 | $138,076-60.5% | $123,553-55.8% | $135,380-59.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -8.13% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,036 | $5,152-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $8,159 | $6,800+20.0% | $6,426+27.0% | $5,609+45.5% |
| Admin fee / account holder | $1,125 | $10,917-89.7% | $9,284-87.9% | $10,828-89.6% |