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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 | $135,460 | $84,628+60.1% | $61,501+120.3% | $134,545+0.7% |
| Participation rate | 4.5% | 62.2%-57.7pp | 52.6%-48.0pp | 81.2%-76.7pp |
| Annual return | -14.63% | 585.61%-600.2pp | 339.04%-353.7pp | 418.37%-433.0pp |
| Employer contribution / active EE | $118 | $1,545-92.3% | $1,160-89.8% | $4,742-97.5% |
| Participant deferral / active EE | $932 | $2,819-66.9% | $2,125-56.1% | $6,401-85.4% |
| Admin fee / account holder | $1,251 | $2,587-51.7% | $2,132-41.3% | $11,431-89.1% |