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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 | $92,684-27.6% | $82,706-18.8% | $134,509-50.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -16.38% | 945.84%-962.2pp | 701.76%-718.1pp | 418.13%-434.5pp |
| Employer contribution / active EE | $471 | $3,272-85.6% | $3,007-84.3% | $4,741-90.1% |
| Participant deferral / active EE | $1,753 | $4,800-63.5% | $4,394-60.1% | $6,400-72.6% |
| Admin fee / account holder | $9,765 | $5,982+63.2% | $5,329+83.2% | $11,427-14.5% |