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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 | $124,938 | $138,072-9.5% | $123,549+1.1% | $135,382-7.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.20% | 153.69%-158.9pp | 119.20%-124.4pp | 519.77%-525.0pp |
| Employer contribution / active EE | $2,394 | $5,152-53.5% | $4,628-48.3% | $4,779-49.9% |
| Participant deferral / active EE | $2,900 | $6,799-57.3% | $6,426-54.9% | $5,609-48.3% |
| Admin fee / account holder | $6,981 | $10,917-36.1% | $9,284-24.8% | $10,829-35.5% |