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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 | $50,376 | $138,102-63.5% | $125,381-59.8% | $134,532-62.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.66% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,937 | $5,245-63.1% | $4,815-59.8% | $4,741-59.1% |
| Participant deferral / active EE | $4,841 | $7,801-37.9% | $7,448-35.0% | $6,401-24.4% |
| Admin fee / account holder | $5,885 | $11,568-49.1% | $10,007-41.2% | $11,429-48.5% |