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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 | $108,291 | $138,114-21.6% | $125,391-13.6% | $134,545-19.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -9.37% | 750.88%-760.3pp | 572.41%-581.8pp | 418.37%-427.7pp |
| Employer contribution / active EE | $2,257 | $5,246-57.0% | $4,816-53.1% | $4,742-52.4% |
| Participant deferral / active EE | $3,319 | $7,801-57.5% | $7,448-55.4% | $6,401-48.2% |
| Admin fee / account holder | $75,199 | $11,570+549.9% | $10,009+651.3% | $11,431+557.9% |