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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 | $67,136 | $92,743-27.6% | $82,744-18.9% | $134,532-50.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -16.38% | 946.63%-963.0pp | 702.22%-718.6pp | 418.27%-434.7pp |
| Employer contribution / active EE | $471 | $3,273-85.6% | $3,008-84.3% | $4,741-90.1% |
| Participant deferral / active EE | $1,753 | $4,802-63.5% | $4,395-60.1% | $6,401-72.6% |
| Admin fee / account holder | $9,765 | $5,977+63.4% | $5,325+83.4% | $11,429-14.6% |