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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 | $68,056 | $92,743-26.6% | $82,744-17.8% | $134,532-49.4% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.7pp | 81.2%-19.3pp |
| Annual return | -18.70% | 946.63%-965.3pp | 702.22%-720.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,896 | $3,273-11.5% | $3,008-3.7% | $4,741-38.9% |
| Participant deferral / active EE | $3,618 | $4,802-24.7% | $4,395-17.7% | $6,401-43.5% |
| Admin fee / account holder | $2,181 | $5,977-63.5% | $5,325-59.0% | $11,429-80.9% |