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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 | $59,972 | $138,102-56.6% | $125,381-52.2% | $134,532-55.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.70% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $4,956 | $5,245-5.5% | $4,815+2.9% | $4,741+4.5% |
| Participant deferral / active EE | $6,195 | $7,801-20.6% | $7,448-16.8% | $6,401-3.2% |
| Admin fee / account holder | $4,180 | $11,568-63.9% | $10,007-58.2% | $11,429-63.4% |