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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 | $27,949 | $92,684-69.8% | $82,706-66.2% | $134,509-79.2% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.4pp | 81.2%-35.1pp |
| Annual return | -9.32% | 945.84%-955.2pp | 701.76%-711.1pp | 418.13%-427.5pp |
| Employer contribution / active EE | $1,308 | $3,272-60.0% | $3,007-56.5% | $4,741-72.4% |
| Participant deferral / active EE | $1,250 | $4,800-73.9% | $4,394-71.5% | $6,400-80.5% |
| Admin fee / account holder | $756 | $5,982-87.4% | $5,329-85.8% | $11,427-93.4% |