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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 | $17,304 | $92,766-81.3% | $82,763-79.1% | $134,545-87.1% |
| Participation rate | 65.0% | 75.2%-10.2pp | 72.6%-7.6pp | 81.2%-16.2pp |
| Annual return | -18.92% | 946.97%-965.9pp | 702.45%-721.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,276 | $3,273-61.0% | $3,008-57.6% | $4,742-73.1% |
| Participant deferral / active EE | $2,792 | $4,802-41.9% | $4,395-36.5% | $6,401-56.4% |
| Admin fee / account holder | $319 | $5,978-94.7% | $5,325-94.0% | $11,431-97.2% |