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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 | $56,003 | $84,628-33.8% | $61,501-8.9% | $134,545-58.4% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -16.00% | 585.61%-601.6pp | 339.04%-355.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,327 | $1,545+50.6% | $1,160+100.7% | $4,742-50.9% |
| Participant deferral / active EE | $4,712 | $2,819+67.2% | $2,125+121.8% | $6,401-26.4% |
| Admin fee / account holder | $312 | $2,587-88.0% | $2,132-85.4% | $11,431-97.3% |