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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 | $82,822 | $138,078-40.0% | $125,363-33.9% | $134,509-38.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.65% | 750.49%-769.1pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $3,552 | $5,245-32.3% | $4,815-26.2% | $4,741-25.1% |
| Participant deferral / active EE | $7,266 | $7,800-6.8% | $7,447-2.4% | $6,400+13.5% |
| Admin fee / account holder | $3,718 | $11,566-67.9% | $10,005-62.8% | $11,427-67.5% |