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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 | $104,823 | $92,684+13.1% | $82,706+26.7% | $134,509-22.1% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -19.06% | 945.84%-964.9pp | 701.76%-720.8pp | 418.13%-437.2pp |
| Employer contribution / active EE | $764 | $3,272-76.6% | $3,007-74.6% | $4,741-83.9% |
| Participant deferral / active EE | $4,232 | $4,800-11.8% | $4,394-3.7% | $6,400-33.9% |
| Admin fee / account holder | $2,705 | $5,982-54.8% | $5,329-49.2% | $11,427-76.3% |