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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 | $95,822 | $138,114-30.6% | $125,391-23.6% | $134,545-28.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.62% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $6,000 | $5,246+14.4% | $4,816+24.6% | $4,742+26.5% |
| Participant deferral / active EE | $14,692 | $7,801+88.3% | $7,448+97.2% | $6,401+129.5% |
| Admin fee / account holder | $308 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |