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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 | $27,503 | $92,684-70.3% | $82,706-66.7% | $134,509-79.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -16.69% | 945.84%-962.5pp | 701.76%-718.5pp | 418.13%-434.8pp |
| Employer contribution / active EE | $1,367 | $3,272-58.2% | $3,007-54.6% | $4,741-71.2% |
| Participant deferral / active EE | $2,072 | $4,800-56.8% | $4,394-52.8% | $6,400-67.6% |
| Admin fee / account holder | $4,664 | $5,982-22.0% | $5,329-12.5% | $11,427-59.2% |