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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 | $93,692 | $138,078-32.1% | $125,363-25.3% | $134,509-30.3% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -19.78% | 750.49%-770.3pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $1,081 | $5,245-79.4% | $4,815-77.5% | $4,741-77.2% |
| Participant deferral / active EE | $4,858 | $7,800-37.7% | $7,447-34.8% | $6,400-24.1% |
| Admin fee / account holder | $2,064 | $11,566-82.2% | $10,005-79.4% | $11,427-81.9% |