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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 | $23,773 | $138,075-82.8% | $123,552-80.8% | $135,379-82.4% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -7.45% | 153.70%-161.1pp | 119.20%-126.7pp | 519.79%-527.2pp |
| Employer contribution / active EE | $1,910 | $5,152-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $3,674 | $6,800-46.0% | $6,426-42.8% | $5,609-34.5% |
| Admin fee / account holder | $9,580 | $10,917-12.2% | $9,285+3.2% | $10,828-11.5% |