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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 | $30,317 | $138,102-78.0% | $125,381-75.8% | $134,532-77.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -11.99% | 750.73%-762.7pp | 572.31%-584.3pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,222 | $5,245-57.6% | $4,815-53.8% | $4,741-53.1% |
| Participant deferral / active EE | $2,696 | $7,801-65.4% | $7,448-63.8% | $6,401-57.9% |
| Admin fee / account holder | $23,905 | $11,568+106.6% | $10,007+138.9% | $11,429+109.2% |