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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 | $31,942 | $92,766-65.6% | $82,763-61.4% | $134,545-76.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.49% | 946.97%-961.5pp | 702.45%-716.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $2,633 | $3,273-19.5% | $3,008-12.5% | $4,742-44.5% |
| Participant deferral / active EE | $3,433 | $4,802-28.5% | $4,395-21.9% | $6,401-46.4% |
| Admin fee / account holder | $17,819 | $5,978+198.1% | $5,325+234.6% | $11,431+55.9% |