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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 | $48,694 | $138,078-64.7% | $125,363-61.2% | $134,509-63.8% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -13.77% | 750.49%-764.3pp | 572.15%-585.9pp | 418.13%-431.9pp |
| Employer contribution / active EE | $1,282 | $5,245-75.6% | $4,815-73.4% | $4,741-73.0% |
| Participant deferral / active EE | $6,096 | $7,800-21.8% | $7,447-18.1% | $6,400-4.8% |
| Admin fee / account holder | $2,791 | $11,566-75.9% | $10,005-72.1% | $11,427-75.6% |