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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 | $67,256 | $138,114-51.3% | $125,391-46.4% | $134,545-50.0% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -17.57% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,918 | $5,246-44.4% | $4,816-39.4% | $4,742-38.5% |
| Participant deferral / active EE | $7,967 | $7,801+2.1% | $7,448+7.0% | $6,401+24.5% |
| Admin fee / account holder | $22,140 | $11,570+91.4% | $10,009+121.2% | $11,431+93.7% |