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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 | $16,007 | $90,607-82.3% | $79,467-79.9% | $135,380-88.2% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -5.69% | 977.74%-983.4pp | 718.30%-724.0pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,709 | $3,068-44.3% | $2,800-39.0% | $4,779-64.2% |
| Participant deferral / active EE | $2,694 | $4,050-33.5% | $3,704-27.3% | $5,609-52.0% |
| Admin fee / account holder | $9,541 | $5,895+61.8% | $5,104+86.9% | $10,828-11.9% |