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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 | $23,018 | $106,557-78.4% | $91,227-74.8% | $134,545-82.9% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -9.52% | 160.81%-170.3pp | 114.14%-123.7pp | 418.37%-427.9pp |
| Employer contribution / active EE | $1,000 | $3,332-70.0% | $2,851-64.9% | $4,742-78.9% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $495 | $6,235-92.1% | $5,423-90.9% | $11,431-95.7% |