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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 | $84,000 | $138,102-39.2% | $125,381-33.0% | $134,532-37.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -16.27% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,277 | $5,245-75.6% | $4,815-73.5% | $4,741-73.1% |
| Participant deferral / active EE | $2,620 | $7,801-66.4% | $7,448-64.8% | $6,401-59.1% |
| Admin fee / account holder | $599 | $11,568-94.8% | $10,007-94.0% | $11,429-94.8% |