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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 | $28,335 | $84,551-66.5% | $61,452-53.9% | $134,532-78.9% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -19.38% | 585.39%-604.8pp | 338.96%-358.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $473 | $1,545-69.4% | $1,160-59.2% | $4,741-90.0% |
| Participant deferral / active EE | $1,202 | $2,818-57.4% | $2,125-43.4% | $6,401-81.2% |
| Admin fee / account holder | $844 | $2,587-67.4% | $2,131-60.4% | $11,429-92.6% |