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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 | $47,950 | $92,743-48.3% | $82,744-42.0% | $134,532-64.4% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.4pp | 81.2%-63.0pp |
| Annual return | -14.86% | 946.63%-961.5pp | 702.22%-717.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $597 | $3,273-81.8% | $3,008-80.2% | $4,741-87.4% |
| Participant deferral / active EE | $1,603 | $4,802-66.6% | $4,395-63.5% | $6,401-75.0% |
| Admin fee / account holder | $11,871 | $5,977+98.6% | $5,325+122.9% | $11,429+3.9% |