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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 | $47,714 | $97,732-51.2% | $83,831-43.1% | $135,380-64.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -6.81% | 1287.56%-1294.4pp | 850.99%-857.8pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,574 | $4,222-39.0% | $3,631-29.1% | $4,779-46.1% |
| Participant deferral / active EE | $9,133 | $4,683+95.0% | $4,082+123.7% | $5,609+62.8% |
| Admin fee / account holder | $1,632 | $6,675-75.5% | $5,479-70.2% | $10,828-84.9% |