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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 | $43,196 | $138,114-68.7% | $125,391-65.6% | $134,545-67.9% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.1pp | 81.2%-22.9pp |
| Annual return | -16.19% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,142 | $5,246-59.2% | $4,816-55.5% | $4,742-54.8% |
| Participant deferral / active EE | $5,224 | $7,801-33.0% | $7,448-29.9% | $6,401-18.4% |
| Admin fee / account holder | $521 | $11,570-95.5% | $10,009-94.8% | $11,431-95.4% |