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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 | $22,719 | $92,684-75.5% | $82,706-72.5% | $134,509-83.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -19.47% | 945.84%-965.3pp | 701.76%-721.2pp | 418.13%-437.6pp |
| Employer contribution / active EE | $875 | $3,272-73.3% | $3,007-70.9% | $4,741-81.6% |
| Participant deferral / active EE | $1,576 | $4,800-67.2% | $4,394-64.1% | $6,400-75.4% |
| Admin fee / account holder | $1,312 | $5,982-78.1% | $5,329-75.4% | $11,427-88.5% |