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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 | $93,314 | $106,551-12.4% | $91,225+2.3% | $134,532-30.6% |
| Participation rate | 39.1% | 76.8%-37.7pp | 73.2%-34.1pp | 81.2%-42.1pp |
| Annual return | -18.69% | 160.78%-179.5pp | 114.12%-132.8pp | 418.27%-437.0pp |
| Employer contribution / active EE | $582 | $3,331-82.5% | $2,851-79.6% | $4,741-87.7% |
| Participant deferral / active EE | $3,313 | $4,718-29.8% | $4,233-21.7% | $6,401-48.2% |
| Admin fee / account holder | $1,183 | $6,234-81.0% | $5,422-78.2% | $11,429-89.6% |