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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 | $15,917 | $92,743-82.8% | $82,744-80.8% | $134,532-88.2% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -13.97% | 946.63%-960.6pp | 702.22%-716.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $958 | $3,273-70.7% | $3,008-68.2% | $4,741-79.8% |
| Participant deferral / active EE | $2,393 | $4,802-50.2% | $4,395-45.5% | $6,401-62.6% |
| Admin fee / account holder | $1,003 | $5,977-83.2% | $5,325-81.2% | $11,429-91.2% |