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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 | $84,201 | $180,459-53.3% | $154,108-45.4% | $135,380-37.8% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -3.75% | 888.21%-892.0pp | 735.21%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,445 | $6,035-59.5% | $5,298-53.8% | $4,779-48.8% |
| Participant deferral / active EE | $4,951 | $5,806-14.7% | $5,081-2.6% | $5,609-11.7% |
| Admin fee / account holder | $5,522 | $16,145-65.8% | $13,411-58.8% | $10,828-49.0% |