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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 | $23,035 | $138,102-83.3% | $125,381-81.6% | $134,532-82.9% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -17.71% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $3,113 | $5,245-40.7% | $4,815-35.4% | $4,741-34.3% |
| Participant deferral / active EE | $6,683 | $7,801-14.3% | $7,448-10.3% | $6,401+4.4% |
| Admin fee / account holder | $4,296 | $11,568-62.9% | $10,007-57.1% | $11,429-62.4% |