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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 | $45,201 | $92,684-51.2% | $82,706-45.3% | $134,509-66.4% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.6%-3.8pp | 81.2%-12.5pp |
| Annual return | -15.45% | 945.84%-961.3pp | 701.76%-717.2pp | 418.13%-433.6pp |
| Employer contribution / active EE | $925 | $3,272-71.7% | $3,007-69.2% | $4,741-80.5% |
| Participant deferral / active EE | $3,817 | $4,800-20.5% | $4,394-13.1% | $6,400-40.4% |
| Admin fee / account holder | $431 | $5,982-92.8% | $5,329-91.9% | $11,427-96.2% |