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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 | $28,212 | $88,585-68.2% | $69,884-59.6% | $134,532-79.0% |
| Participation rate | 44.4% | 74.9%-30.5pp | 70.5%-26.0pp | 81.2%-36.8pp |
| Annual return | -17.18% | 442.80%-460.0pp | 190.81%-208.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,648 | $3,235-49.0% | $2,560-35.6% | $4,741-65.2% |
| Participant deferral / active EE | $2,088 | $4,770-56.2% | $3,848-45.7% | $6,401-67.4% |
| Admin fee / account holder | $6,989 | $10,441-33.1% | $6,266+11.5% | $11,429-38.8% |