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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 | $31,021 | $92,684-66.5% | $82,706-62.5% | $134,509-76.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.59% | 945.84%-963.4pp | 701.76%-719.3pp | 418.13%-435.7pp |
| Employer contribution / active EE | $721 | $3,272-78.0% | $3,007-76.0% | $4,741-84.8% |
| Participant deferral / active EE | $1,782 | $4,800-62.9% | $4,394-59.4% | $6,400-72.2% |
| Admin fee / account holder | $566 | $5,982-90.5% | $5,329-89.4% | $11,427-95.0% |