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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 | $75,765 | $92,684-18.3% | $82,706-8.4% | $134,509-43.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -18.92% | 945.84%-964.8pp | 701.76%-720.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $980 | $3,272-70.1% | $3,007-67.4% | $4,741-79.3% |
| Participant deferral / active EE | $7,451 | $4,800+55.2% | $4,394+69.6% | $6,400+16.4% |
| Admin fee / account holder | $4,361 | $5,982-27.1% | $5,329-18.2% | $11,427-61.8% |