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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 | $21,186 | $92,684-77.1% | $82,706-74.4% | $134,509-84.2% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.6%-43.1pp | 81.2%-51.8pp |
| Annual return | -19.68% | 945.84%-965.5pp | 701.76%-721.4pp | 418.13%-437.8pp |
| Employer contribution / active EE | $799 | $3,272-75.6% | $3,007-73.4% | $4,741-83.2% |
| Participant deferral / active EE | $3,481 | $4,800-27.5% | $4,394-20.8% | $6,400-45.6% |
| Admin fee / account holder | $2,211 | $5,982-63.0% | $5,329-58.5% | $11,427-80.6% |