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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 | $24,637 | $152,542-83.8% | $117,498-79.0% | $134,509-81.7% |
| Participation rate | 42.9% | 77.1%-34.2pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -16.34% | 53.02%-69.4pp | 29.75%-46.1pp | 418.13%-434.5pp |
| Employer contribution / active EE | $465 | $5,574-91.7% | $4,178-88.9% | $4,741-90.2% |
| Participant deferral / active EE | $557 | $4,819-88.4% | $4,071-86.3% | $6,400-91.3% |
| Admin fee / account holder | $11,617 | $7,006+65.8% | $5,646+105.8% | $11,427+1.7% |