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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 | $53,703 | $92,766-42.1% | $82,763-35.1% | $134,545-60.1% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.4pp | 81.2%-40.1pp |
| Annual return | -15.52% | 946.97%-962.5pp | 702.45%-718.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,133 | $3,273-34.8% | $3,008-29.1% | $4,742-55.0% |
| Participant deferral / active EE | $5,125 | $4,802+6.7% | $4,395+16.6% | $6,401-19.9% |
| Admin fee / account holder | $522 | $5,978-91.3% | $5,325-90.2% | $11,431-95.4% |