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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 | $46,507 | $92,766-49.9% | $82,763-43.8% | $134,545-65.4% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -15.89% | 946.97%-962.9pp | 702.45%-718.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $972 | $3,273-70.3% | $3,008-67.7% | $4,742-79.5% |
| Participant deferral / active EE | $1,777 | $4,802-63.0% | $4,395-59.6% | $6,401-72.2% |
| Admin fee / account holder | $5,223 | $5,978-12.6% | $5,325-1.9% | $11,431-54.3% |