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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 | $44,933 | $92,766-51.6% | $82,763-45.7% | $134,545-66.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -10.12% | 946.97%-957.1pp | 702.45%-712.6pp | 418.37%-428.5pp |
| Employer contribution / active EE | $1,921 | $3,273-41.3% | $3,008-36.2% | $4,742-59.5% |
| Participant deferral / active EE | $3,654 | $4,802-23.9% | $4,395-16.9% | $6,401-42.9% |
| Admin fee / account holder | $28,784 | $5,978+381.5% | $5,325+440.5% | $11,431+151.8% |