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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 | $89,572 | $180,462-50.4% | $154,111-41.9% | $135,379-33.8% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -3.12% | 888.17%-891.3pp | 735.18%-738.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $1,705 | $6,036-71.8% | $5,298-67.8% | $4,779-64.3% |
| Participant deferral / active EE | $5,115 | $5,806-11.9% | $5,081+0.7% | $5,609-8.8% |
| Admin fee / account holder | $20,968 | $16,145+29.9% | $13,411+56.3% | $10,828+93.6% |