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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 | $90,950 | $138,078-34.1% | $125,363-27.5% | $134,509-32.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.93% | 750.49%-769.4pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,704 | $5,245-67.5% | $4,815-64.6% | $4,741-64.1% |
| Participant deferral / active EE | $8,810 | $7,800+13.0% | $7,447+18.3% | $6,400+37.7% |
| Admin fee / account holder | $17,992 | $11,566+55.6% | $10,005+79.8% | $11,427+57.5% |