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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 | $62,417 | $92,766-32.7% | $82,763-24.6% | $134,545-53.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.69% | 946.97%-963.7pp | 702.45%-719.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,035 | $3,273-68.4% | $3,008-65.6% | $4,742-78.2% |
| Participant deferral / active EE | $6,192 | $4,802+28.9% | $4,395+40.9% | $6,401-3.3% |
| Admin fee / account holder | $57,325 | $5,978+859.0% | $5,325+976.5% | $11,431+401.5% |