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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 | $85,589 | $138,114-38.0% | $125,391-31.7% | $134,545-36.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.35% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $3,910 | $5,246-25.5% | $4,816-18.8% | $4,742-17.5% |
| Participant deferral / active EE | $14,331 | $7,801+83.7% | $7,448+92.4% | $6,401+123.9% |
| Admin fee / account holder | $1,934 | $11,570-83.3% | $10,009-80.7% | $11,431-83.1% |