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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 | $56,258 | $138,114-59.3% | $125,391-55.1% | $134,545-58.2% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.1pp | 81.2%-27.9pp |
| Annual return | -14.27% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $3,485 | $5,246-33.6% | $4,816-27.6% | $4,742-26.5% |
| Participant deferral / active EE | $10,746 | $7,801+37.8% | $7,448+44.3% | $6,401+67.9% |
| Admin fee / account holder | $14,580 | $11,570+26.0% | $10,009+45.7% | $11,431+27.6% |