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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 | $34,081 | $138,078-75.3% | $125,363-72.8% | $134,509-74.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.31% | 750.49%-770.8pp | 572.15%-592.5pp | 418.13%-438.4pp |
| Employer contribution / active EE | $1,962 | $5,245-62.6% | $4,815-59.3% | $4,741-58.6% |
| Participant deferral / active EE | $4,742 | $7,800-39.2% | $7,447-36.3% | $6,400-25.9% |
| Admin fee / account holder | $605 | $11,566-94.8% | $10,005-94.0% | $11,427-94.7% |