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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 | $16,253 | $138,102-88.2% | $125,381-87.0% | $134,532-87.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.34% | 750.73%-765.1pp | 572.31%-586.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,788 | $5,245-65.9% | $4,815-62.9% | $4,741-62.3% |
| Participant deferral / active EE | $9,300 | $7,801+19.2% | $7,448+24.9% | $6,401+45.3% |
| Admin fee / account holder | $6,726 | $11,568-41.9% | $10,007-32.8% | $11,429-41.2% |