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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 | $17,095 | $84,685-79.8% | $73,836-76.8% | $125,389-86.4% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | -0.92% | 3123.80%-3124.7pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,318 | $3,123-57.8% | $2,787-52.7% | $4,866-72.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $763 | $5,694-86.6% | $4,882-84.4% | $9,541-92.0% |