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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 | $84,416 | $54,370+55.3% | $82,763+2.0% | $68,490+23.3% |
| Participation rate | 37.1% | 63.9%-26.8pp | 72.6%-35.4pp | 67.9%-30.8pp |
| Annual return | -16.28% | -13.67%-2.6pp | 702.45%-718.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,131 | $2,219-49.0% | $3,008-62.4% | $2,597-56.5% |
| Participant deferral / active EE | $3,099 | $3,247-4.6% | $4,395-29.5% | $4,028-23.1% |
| Admin fee / account holder | $2,227 | $4,398-49.4% | $5,325-58.2% | $5,403-58.8% |