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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 | $22,831 | $88,585-74.2% | $69,884-67.3% | $134,532-83.0% |
| Participation rate | 37.5% | 74.9%-37.4pp | 70.5%-33.0pp | 81.2%-43.7pp |
| Annual return | -15.15% | 442.80%-458.0pp | 190.81%-206.0pp | 418.27%-433.4pp |
| Employer contribution / active EE | $1,100 | $3,235-66.0% | $2,560-57.0% | $4,741-76.8% |
| Participant deferral / active EE | $1,895 | $4,770-60.3% | $3,848-50.8% | $6,401-70.4% |
| Admin fee / account holder | $8,619 | $10,441-17.4% | $6,266+37.5% | $11,429-24.6% |