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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 | $21,040 | $88,585-76.2% | $69,884-69.9% | $134,532-84.4% |
| Participation rate | 52.9% | 74.9%-22.0pp | 70.5%-17.5pp | 81.2%-28.3pp |
| Annual return | -19.18% | 442.80%-462.0pp | 190.81%-210.0pp | 418.27%-437.4pp |
| Employer contribution / active EE | $634 | $3,235-80.4% | $2,560-75.2% | $4,741-86.6% |
| Participant deferral / active EE | $1,800 | $4,770-62.3% | $3,848-53.2% | $6,401-71.9% |
| Admin fee / account holder | $661 | $10,441-93.7% | $6,266-89.4% | $11,429-94.2% |