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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 | $56,881 | $138,114-58.8% | $125,391-54.6% | $134,545-57.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.93% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $1,634 | $5,246-68.9% | $4,816-66.1% | $4,742-65.5% |
| Participant deferral / active EE | $8,067 | $7,801+3.4% | $7,448+8.3% | $6,401+26.0% |
| Admin fee / account holder | $2,408 | $11,570-79.2% | $10,009-75.9% | $11,431-78.9% |