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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 | $42,630 | $92,766-54.0% | $82,763-48.5% | $134,545-68.3% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -17.51% | 946.97%-964.5pp | 702.45%-720.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,786 | $3,273-14.9% | $3,008-7.4% | $4,742-41.2% |
| Participant deferral / active EE | $3,489 | $4,802-27.3% | $4,395-20.6% | $6,401-45.5% |
| Admin fee / account holder | $935 | $5,978-84.4% | $5,325-82.4% | $11,431-91.8% |