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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 | $47,626 | $90,617-47.4% | $79,476-40.1% | $135,382-64.8% |
| Participation rate | 31.3% | 76.1%-44.8pp | 73.3%-42.1pp | 82.6%-51.4pp |
| Annual return | -4.91% | 977.57%-982.5pp | 718.21%-723.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $556 | $3,068-81.9% | $2,800-80.1% | $4,779-88.4% |
| Participant deferral / active EE | $1,072 | $4,050-73.5% | $3,704-71.1% | $5,609-80.9% |
| Admin fee / account holder | $1,753 | $5,907-70.3% | $5,113-65.7% | $10,829-83.8% |