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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 | $31,893 | $95,979-66.8% | $74,551-57.2% | $135,380-76.4% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -5.19% | 56.97%-62.2pp | 32.53%-37.7pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $862 | $3,844-77.6% | $3,108-72.3% | $5,609-84.6% |
| Admin fee / account holder | $10,988 | $6,522+68.5% | $5,059+117.2% | $10,828+1.5% |