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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 | $17,491 | $97,761-82.1% | $83,850-79.1% | $135,382-87.1% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -7.88% | 1287.44%-1295.3pp | 850.92%-858.8pp | 519.77%-527.7pp |
| Employer contribution / active EE | $804 | $4,222-81.0% | $3,631-77.9% | $4,779-83.2% |
| Participant deferral / active EE | $1,279 | $4,682-72.7% | $4,082-68.7% | $5,609-77.2% |
| Admin fee / account holder | $2,016 | $6,674-69.8% | $5,478-63.2% | $10,829-81.4% |