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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 | $22,768 | $84,464-73.0% | $61,399-62.9% | $134,509-83.1% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -13.09% | 585.06%-598.2pp | 338.81%-351.9pp | 418.13%-431.2pp |
| Employer contribution / active EE | $926 | $1,545-40.0% | $1,159-20.1% | $4,741-80.5% |
| Participant deferral / active EE | $1,708 | $2,818-39.4% | $2,124-19.6% | $6,400-73.3% |
| Admin fee / account holder | $2,821 | $2,587+9.0% | $2,131+32.4% | $11,427-75.3% |