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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 | $40,232 | $92,684-56.6% | $82,706-51.4% | $134,509-70.1% |
| Participation rate | 47.6% | 75.2%-27.6pp | 72.6%-24.9pp | 81.2%-33.6pp |
| Annual return | -17.43% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $928 | $3,272-71.6% | $3,007-69.1% | $4,741-80.4% |
| Participant deferral / active EE | $2,372 | $4,800-50.6% | $4,394-46.0% | $6,400-62.9% |
| Admin fee / account holder | $9,074 | $5,982+51.7% | $5,329+70.3% | $11,427-20.6% |