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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 | $63,760 | $48,274+32.1% | $63,244+0.8% | $59,633+6.9% |
| Participation rate | 25.0% | 66.3%-41.3pp | 71.0%-46.0pp | 68.7%-43.7pp |
| Annual return | -2.14% | -240.79%+238.6pp | -70.31%+68.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $362 | $1,586-77.2% | $2,322-84.4% | $2,203-83.5% |
| Participant deferral / active EE | $2,093 | $2,343-10.7% | $2,953-29.1% | $3,192-34.4% |
| Admin fee / account holder | $3,054 | $3,600-15.2% | $5,893-48.2% | $4,297-28.9% |