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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 | $89,793 | $138,102-35.0% | $125,381-28.4% | $134,532-33.3% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -17.96% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $1,864 | $5,245-64.5% | $4,815-61.3% | $4,741-60.7% |
| Participant deferral / active EE | $3,672 | $7,801-52.9% | $7,448-50.7% | $6,401-42.6% |
| Admin fee / account holder | $789 | $11,568-93.2% | $10,007-92.1% | $11,429-93.1% |