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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 | $22,436 | $133,981-83.3% | $112,249-80.0% | $134,532-83.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.77% | 47.16%-66.9pp | 27.48%-47.2pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,375 | $4,040-66.0% | $3,636-62.2% | $4,741-71.0% |
| Participant deferral / active EE | $3,674 | $5,292-30.6% | $4,729-22.3% | $6,401-42.6% |
| Admin fee / account holder | $372 | $7,492-95.0% | $6,412-94.2% | $11,429-96.7% |