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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 | $41,818 | $138,114-69.7% | $125,391-66.6% | $134,545-68.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.03% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,918 | $5,246-25.3% | $4,816-18.6% | $4,742-17.4% |
| Participant deferral / active EE | $4,188 | $7,801-46.3% | $7,448-43.8% | $6,401-34.6% |
| Admin fee / account holder | $3,138 | $11,570-72.9% | $10,009-68.7% | $11,431-72.6% |