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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 | $150,125 | $197,819-24.1% | $155,789-3.6% | $125,389+19.7% |
| Participation rate | 68.4% | 82.1%-13.7pp | 76.1%-7.7pp | 83.2%-14.8pp |
| Annual return | -0.29% | 86.73%-87.0pp | 71.54%-71.8pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,491 | $4,850-69.3% | $3,839-61.1% | $4,866-69.4% |
| Participant deferral / active EE | $7,531 | $5,631+33.7% | $4,798+57.0% | $5,352+40.7% |
| Admin fee / account holder | $1,943 | $9,544-79.6% | $7,477-74.0% | $9,541-79.6% |