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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 | $49,148 | $92,743-47.0% | $82,744-40.6% | $134,532-63.5% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -18.54% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $834 | $3,273-74.5% | $3,008-72.3% | $4,741-82.4% |
| Participant deferral / active EE | $1,692 | $4,802-64.8% | $4,395-61.5% | $6,401-73.6% |
| Admin fee / account holder | $19,909 | $5,977+233.1% | $5,325+273.9% | $11,429+74.2% |