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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 | $55,028 | $138,078-60.1% | $125,363-56.1% | $134,509-59.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.72% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $4,357 | $5,245-16.9% | $4,815-9.5% | $4,741-8.1% |
| Participant deferral / active EE | $4,258 | $7,800-45.4% | $7,447-42.8% | $6,400-33.5% |
| Admin fee / account holder | $1,355 | $11,566-88.3% | $10,005-86.5% | $11,427-88.1% |