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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 | $81,961 | $88,585-7.5% | $69,884+17.3% | $134,532-39.1% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | -20.72% | 442.80%-463.5pp | 190.81%-211.5pp | 418.27%-439.0pp |
| Employer contribution / active EE | $612 | $3,235-81.1% | $2,560-76.1% | $4,741-87.1% |
| Participant deferral / active EE | $7,850 | $4,770+64.6% | $3,848+104.0% | $6,401+22.6% |
| Admin fee / account holder | $816 | $10,441-92.2% | $6,266-87.0% | $11,429-92.9% |