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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 | $36,845 | $138,102-73.3% | $125,381-70.6% | $134,532-72.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -15.19% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,262 | $5,245-75.9% | $4,815-73.8% | $4,741-73.4% |
| Participant deferral / active EE | $3,122 | $7,801-60.0% | $7,448-58.1% | $6,401-51.2% |
| Admin fee / account holder | $3,757 | $11,568-67.5% | $10,007-62.5% | $11,429-67.1% |