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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 | $38,120 | $92,684-58.9% | $82,706-53.9% | $134,509-71.7% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -18.69% | 945.84%-964.5pp | 701.76%-720.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $619 | $3,272-81.1% | $3,007-79.4% | $4,741-87.0% |
| Participant deferral / active EE | $1,253 | $4,800-73.9% | $4,394-71.5% | $6,400-80.4% |
| Admin fee / account holder | $706 | $5,982-88.2% | $5,329-86.8% | $11,427-93.8% |