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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 | $92,003 | $93,117-1.2% | $77,096+19.3% | $134,532-31.6% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -3.35% | 62.67%-66.0pp | 42.35%-45.7pp | 418.27%-421.6pp |
| Employer contribution / active EE | $1,929 | $3,420-43.6% | $2,814-31.5% | $4,741-59.3% |
| Participant deferral / active EE | $1,383 | $5,241-73.6% | $4,429-68.8% | $6,401-78.4% |
| Admin fee / account holder | $151,586 | $6,948+2081.8% | $5,428+2692.4% | $11,429+1226.4% |