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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 | $54,109 | $95,979-43.6% | $74,551-27.4% | $135,380-60.0% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -8.84% | 56.97%-65.8pp | 32.53%-41.4pp | 519.81%-528.6pp |
| Employer contribution / active EE | $900 | $2,716-66.9% | $1,961-54.1% | $4,779-81.2% |
| Participant deferral / active EE | $2,095 | $3,844-45.5% | $3,108-32.6% | $5,609-62.6% |
| Admin fee / account holder | $1,898 | $6,522-70.9% | $5,059-62.5% | $10,828-82.5% |