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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 | $58,023 | $138,102-58.0% | $125,381-53.7% | $134,532-56.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.57% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,255 | $5,245-76.1% | $4,815-73.9% | $4,741-73.5% |
| Participant deferral / active EE | $2,570 | $7,801-67.1% | $7,448-65.5% | $6,401-59.8% |
| Admin fee / account holder | $7,054 | $11,568-39.0% | $10,007-29.5% | $11,429-38.3% |