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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 | $37,939 | $138,114-72.5% | $125,391-69.7% | $134,545-71.8% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -16.46% | 750.88%-767.3pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,455 | $5,246-53.2% | $4,816-49.0% | $4,742-48.2% |
| Participant deferral / active EE | $5,191 | $7,801-33.5% | $7,448-30.3% | $6,401-18.9% |
| Admin fee / account holder | $12,213 | $11,570+5.6% | $10,009+22.0% | $11,431+6.8% |