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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 | $52,037 | $135,645-61.6% | $110,243-52.8% | $135,380-61.6% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.8%-32.8pp | 82.6%-35.6pp |
| Annual return | -8.32% | 513.24%-521.6pp | 314.76%-323.1pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,967 | $4,907-59.9% | $3,827-48.6% | $4,779-58.8% |
| Participant deferral / active EE | $2,048 | $5,507-62.8% | $4,672-56.2% | $5,609-63.5% |
| Admin fee / account holder | $5,709 | $11,458-50.2% | $8,548-33.2% | $10,828-47.3% |