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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 | $66,277 | $138,102-52.0% | $125,381-47.1% | $134,532-50.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.72% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $3,384 | $5,245-35.5% | $4,815-29.7% | $4,741-28.6% |
| Participant deferral / active EE | $5,626 | $7,801-27.9% | $7,448-24.5% | $6,401-12.1% |
| Admin fee / account holder | $3,104 | $11,568-73.2% | $10,007-69.0% | $11,429-72.8% |