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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 | $7,934 | $92,743-91.4% | $82,744-90.4% | $134,532-94.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -7.35% | 946.63%-954.0pp | 702.22%-709.6pp | 418.27%-425.6pp |
| Employer contribution / active EE | $1,478 | $3,273-54.8% | $3,008-50.9% | $4,741-68.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,496 | $5,977-58.3% | $5,325-53.1% | $11,429-78.2% |