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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 | $59,443 | $160,059-62.9% | $140,019-57.5% | $135,379-56.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -7.13% | 911.44%-918.6pp | 651.15%-658.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $1,721 | $6,420-73.2% | $5,605-69.3% | $4,779-64.0% |
| Participant deferral / active EE | $3,735 | $7,641-51.1% | $6,927-46.1% | $5,609-33.4% |
| Admin fee / account holder | $17,966 | $13,328+34.8% | $10,705+67.8% | $10,828+65.9% |