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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 | $34,744 | $138,102-74.8% | $125,381-72.3% | $134,532-74.2% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -18.88% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $7,995 | $5,245+52.4% | $4,815+66.0% | $4,741+68.6% |
| Participant deferral / active EE | $17,485 | $7,801+124.2% | $7,448+134.8% | $6,401+173.2% |
| Admin fee / account holder | $7,024 | $11,568-39.3% | $10,007-29.8% | $11,429-38.5% |