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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 | $123,078 | $138,078-10.9% | $125,363-1.8% | $134,509-8.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.91% | 750.49%-766.4pp | 572.15%-588.1pp | 418.13%-434.0pp |
| Employer contribution / active EE | $1,053 | $5,245-79.9% | $4,815-78.1% | $4,741-77.8% |
| Participant deferral / active EE | $13,667 | $7,800+75.2% | $7,447+83.5% | $6,400+113.5% |
| Admin fee / account holder | $1,069 | $11,566-90.8% | $10,005-89.3% | $11,427-90.6% |