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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 | $165,445 | $92,684+78.5% | $82,706+100.0% | $134,509+23.0% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-54.0pp |
| Annual return | -15.94% | 945.84%-961.8pp | 701.76%-717.7pp | 418.13%-434.1pp |
| Employer contribution / active EE | $626 | $3,272-80.9% | $3,007-79.2% | $4,741-86.8% |
| Participant deferral / active EE | $2,752 | $4,800-42.7% | $4,394-37.4% | $6,400-57.0% |
| Admin fee / account holder | $917 | $5,982-84.7% | $5,329-82.8% | $11,427-92.0% |