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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 | $26,427 | $93,117-71.6% | $77,096-65.7% | $134,532-80.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.98% | 62.67%-81.6pp | 42.35%-61.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $769 | $3,420-77.5% | $2,814-72.7% | $4,741-83.8% |
| Participant deferral / active EE | $1,913 | $5,241-63.5% | $4,429-56.8% | $6,401-70.1% |
| Admin fee / account holder | $310 | $6,948-95.5% | $5,428-94.3% | $11,429-97.3% |