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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 | $83,340 | $138,078-39.6% | $125,363-33.5% | $134,509-38.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.11% | 750.49%-767.6pp | 572.15%-589.3pp | 418.13%-435.2pp |
| Employer contribution / active EE | $2,537 | $5,245-51.6% | $4,815-47.3% | $4,741-46.5% |
| Participant deferral / active EE | $5,437 | $7,800-30.3% | $7,447-27.0% | $6,400-15.0% |
| Admin fee / account holder | $5,234 | $11,566-54.7% | $10,005-47.7% | $11,427-54.2% |