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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 | $85,365 | $138,114-38.2% | $125,391-31.9% | $134,545-36.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.67% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,174 | $5,246-77.6% | $4,816-75.6% | $4,742-75.2% |
| Participant deferral / active EE | $4,594 | $7,801-41.1% | $7,448-38.3% | $6,401-28.2% |
| Admin fee / account holder | $381 | $11,570-96.7% | $10,009-96.2% | $11,431-96.7% |