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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 | $62,839 | $92,743-32.2% | $82,744-24.1% | $134,532-53.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.53% | 946.63%-961.2pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $2,351 | $3,273-28.2% | $3,008-21.8% | $4,741-50.4% |
| Participant deferral / active EE | $3,988 | $4,802-17.0% | $4,395-9.3% | $6,401-37.7% |
| Admin fee / account holder | $3,475 | $5,977-41.9% | $5,325-34.7% | $11,429-69.6% |