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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 | $10,636 | $90,607-88.3% | $79,467-86.6% | $135,380-92.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -5.78% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,028 | $3,068-33.9% | $2,800-27.6% | $4,779-57.6% |
| Participant deferral / active EE | $8,167 | $4,050+101.6% | $3,704+120.5% | $5,609+45.6% |
| Admin fee / account holder | $2,565 | $5,895-56.5% | $5,104-49.7% | $10,828-76.3% |