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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 | $65,411 | $138,078-52.6% | $125,363-47.8% | $134,509-51.4% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -7.22% | 750.49%-757.7pp | 572.15%-579.4pp | 418.13%-425.4pp |
| Employer contribution / active EE | $8,535 | $5,245+62.7% | $4,815+77.3% | $4,741+80.0% |
| Participant deferral / active EE | $3,425 | $7,800-56.1% | $7,447-54.0% | $6,400-46.5% |
| Admin fee / account holder | $48,541 | $11,566+319.7% | $10,005+385.2% | $11,427+324.8% |