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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 | $22,920 | $92,766-75.3% | $82,763-72.3% | $134,545-83.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.05% | 946.97%-964.0pp | 702.45%-719.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,900 | $3,273-11.4% | $3,008-3.6% | $4,742-38.8% |
| Participant deferral / active EE | $3,075 | $4,802-36.0% | $4,395-30.0% | $6,401-52.0% |
| Admin fee / account holder | $2,587 | $5,978-56.7% | $5,325-51.4% | $11,431-77.4% |