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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 | $92,684-75.3% | $82,706-72.3% | $134,509-83.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.05% | 945.84%-962.9pp | 701.76%-718.8pp | 418.13%-435.2pp |
| Employer contribution / active EE | $2,900 | $3,272-11.4% | $3,007-3.6% | $4,741-38.8% |
| Participant deferral / active EE | $3,075 | $4,800-35.9% | $4,394-30.0% | $6,400-52.0% |
| Admin fee / account holder | $2,587 | $5,982-56.8% | $5,329-51.5% | $11,427-77.4% |