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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 | $50,770 | $152,591-66.7% | $117,529-56.8% | $134,545-62.3% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.43% | 53.04%-68.5pp | 29.77%-45.2pp | 418.37%-433.8pp |
| Employer contribution / active EE | $1,977 | $5,576-64.5% | $4,179-52.7% | $4,742-58.3% |
| Participant deferral / active EE | $5,230 | $4,821+8.5% | $4,072+28.4% | $6,401-18.3% |
| Admin fee / account holder | $28,406 | $7,004+305.6% | $5,645+403.2% | $11,431+148.5% |