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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 | $107,717 | $138,114-22.0% | $125,391-14.1% | $134,545-19.9% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -19.21% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,194 | $5,246-58.2% | $4,816-54.4% | $4,742-53.7% |
| Participant deferral / active EE | $3,171 | $7,801-59.3% | $7,448-57.4% | $6,401-50.5% |
| Admin fee / account holder | $662 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |