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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 | $67,275 | $138,114-51.3% | $125,391-46.3% | $134,545-50.0% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -10.05% | 750.88%-760.9pp | 572.41%-582.5pp | 418.37%-428.4pp |
| Employer contribution / active EE | $2,701 | $5,246-48.5% | $4,816-43.9% | $4,742-43.0% |
| Participant deferral / active EE | $3,659 | $7,801-53.1% | $7,448-50.9% | $6,401-42.8% |
| Admin fee / account holder | $43,234 | $11,570+273.7% | $10,009+332.0% | $11,431+278.2% |