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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 | $118,026 | $82,630+42.8% | $64,105+84.1% | $125,389-5.9% |
| Participation rate | 44.4% | 75.9%-31.4pp | 68.2%-23.7pp | 83.2%-38.7pp |
| Annual return | -1.73% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $663 | $2,671-75.2% | $1,820-63.6% | $4,866-86.4% |
| Participant deferral / active EE | $2,984 | $3,608-17.3% | $2,822+5.7% | $5,352-44.2% |
| Admin fee / account holder | $2,581 | $6,382-59.6% | $4,499-42.6% | $9,541-72.9% |