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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 | $22,924 | $90,606-74.7% | $79,466-71.2% | $135,379-83.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -3.43% | 977.69%-981.1pp | 718.28%-721.7pp | 519.79%-523.2pp |
| Employer contribution / active EE | $1,548 | $3,068-49.5% | $2,800-44.7% | $4,779-67.6% |
| Participant deferral / active EE | $5,394 | $4,050+33.2% | $3,704+45.6% | $5,609-3.8% |
| Admin fee / account holder | $64,558 | $5,895+995.2% | $5,104+1164.8% | $10,828+496.2% |