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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 | $119,932 | $138,102-13.2% | $125,381-4.3% | $134,532-10.9% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -19.03% | 750.73%-769.8pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,463 | $5,245-72.1% | $4,815-69.6% | $4,741-69.1% |
| Participant deferral / active EE | $6,691 | $7,801-14.2% | $7,448-10.2% | $6,401+4.5% |
| Admin fee / account holder | $4,449 | $11,568-61.5% | $10,007-55.5% | $11,429-61.1% |