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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 | $45,046 | $138,114-67.4% | $125,391-64.1% | $134,545-66.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -17.91% | 750.88%-768.8pp | 572.41%-590.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,599 | $5,246-31.4% | $4,816-25.3% | $4,742-24.1% |
| Participant deferral / active EE | $7,389 | $7,801-5.3% | $7,448-0.8% | $6,401+15.4% |
| Admin fee / account holder | $439 | $11,570-96.2% | $10,009-95.6% | $11,431-96.2% |