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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 | $19,370 | $95,979-79.8% | $74,551-74.0% | $135,380-85.7% |
| Participation rate | 26.1% | 75.7%-49.6pp | 69.1%-43.1pp | 82.6%-56.6pp |
| Annual return | -5.65% | 56.97%-62.6pp | 32.53%-38.2pp | 519.81%-525.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,171 | $3,844-69.5% | $3,108-62.3% | $5,609-79.1% |
| Admin fee / account holder | $2,649 | $6,522-59.4% | $5,059-47.6% | $10,828-75.5% |