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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 | $34,738 | $84,628-59.0% | $61,501-43.5% | $134,545-74.2% |
| Participation rate | 68.8% | 62.2%+6.5pp | 52.6%+16.2pp | 81.2%-12.5pp |
| Annual return | -15.84% | 585.61%-601.4pp | 339.04%-354.9pp | 418.37%-434.2pp |
| Employer contribution / active EE | $2,211 | $1,545+43.1% | $1,160+90.7% | $4,742-53.4% |
| Participant deferral / active EE | $3,472 | $2,819+23.2% | $2,125+63.4% | $6,401-45.8% |
| Admin fee / account holder | $685 | $2,587-73.5% | $2,132-67.9% | $11,431-94.0% |