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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 | $54,452 | $92,684-41.2% | $82,706-34.2% | $134,509-59.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -13.51% | 945.84%-959.4pp | 701.76%-715.3pp | 418.13%-431.6pp |
| Employer contribution / active EE | $10,000 | $3,272+205.6% | $3,007+232.5% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $400 | $5,982-93.3% | $5,329-92.5% | $11,427-96.5% |