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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 | $72,194 | $90,617-20.3% | $79,476-9.2% | $135,382-46.7% |
| Participation rate | 50.0% | 76.1%-26.1pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -6.87% | 977.57%-984.4pp | 718.21%-725.1pp | 519.77%-526.6pp |
| Employer contribution / active EE | $1,077 | $3,068-64.9% | $2,800-61.6% | $4,779-77.5% |
| Participant deferral / active EE | $3,720 | $4,050-8.2% | $3,704+0.4% | $5,609-33.7% |
| Admin fee / account holder | $1,860 | $5,907-68.5% | $5,113-63.6% | $10,829-82.8% |