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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 | $29,181 | $90,617-67.8% | $79,476-63.3% | $135,382-78.4% |
| Participation rate | 21.4% | 76.1%-54.6pp | 73.3%-51.9pp | 82.6%-61.2pp |
| Annual return | -7.39% | 977.57%-985.0pp | 718.21%-725.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $1,624 | $3,068-47.1% | $2,800-42.0% | $4,779-66.0% |
| Participant deferral / active EE | $1,819 | $4,050-55.1% | $3,704-50.9% | $5,609-67.6% |
| Admin fee / account holder | $1,402 | $5,907-76.3% | $5,113-72.6% | $10,829-87.1% |