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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 | $49,258 | $92,766-46.9% | $82,763-40.5% | $134,545-63.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.99% | 946.97%-966.0pp | 702.45%-721.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,953 | $3,273-40.3% | $3,008-35.1% | $4,742-58.8% |
| Participant deferral / active EE | $6,259 | $4,802+30.3% | $4,395+42.4% | $6,401-2.2% |
| Admin fee / account holder | $2,800 | $5,978-53.2% | $5,325-47.4% | $11,431-75.5% |