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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 | $23,848 | $92,766-74.3% | $82,763-71.2% | $134,545-82.3% |
| Participation rate | 47.6% | 75.2%-27.6pp | 72.6%-24.9pp | 81.2%-33.6pp |
| Annual return | -15.85% | 946.97%-962.8pp | 702.45%-718.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,147 | $3,273-64.9% | $3,008-61.9% | $4,742-75.8% |
| Participant deferral / active EE | $2,704 | $4,802-43.7% | $4,395-38.5% | $6,401-57.8% |
| Admin fee / account holder | $7,463 | $5,978+24.9% | $5,325+40.2% | $11,431-34.7% |