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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 | $31,163 | $92,743-66.4% | $82,744-62.3% | $134,532-76.8% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -17.54% | 946.63%-964.2pp | 702.22%-719.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,699 | $3,273-17.5% | $3,008-10.3% | $4,741-43.1% |
| Participant deferral / active EE | $5,992 | $4,802+24.8% | $4,395+36.3% | $6,401-6.4% |
| Admin fee / account holder | $377 | $5,977-93.7% | $5,325-92.9% | $11,429-96.7% |