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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 | $51,197 | $160,059-68.0% | $140,019-63.4% | $135,379-62.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -9.04% | 911.44%-920.5pp | 651.15%-660.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $3,168 | $6,420-50.7% | $5,605-43.5% | $4,779-33.7% |
| Participant deferral / active EE | $3,375 | $7,641-55.8% | $6,927-51.3% | $5,609-39.8% |
| Admin fee / account holder | $71,254 | $13,328+434.6% | $10,705+565.6% | $10,828+558.1% |