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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 | $27,781 | $138,114-79.9% | $125,391-77.8% | $134,545-79.4% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -17.77% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,498 | $5,246-71.5% | $4,816-68.9% | $4,742-68.4% |
| Participant deferral / active EE | $3,834 | $7,801-50.8% | $7,448-48.5% | $6,401-40.1% |
| Admin fee / account holder | $872 | $11,570-92.5% | $10,009-91.3% | $11,431-92.4% |