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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 | $10,456 | $92,743-88.7% | $82,744-87.4% | $134,532-92.2% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -5.12% | 946.63%-951.7pp | 702.22%-707.3pp | 418.27%-423.4pp |
| Employer contribution / active EE | $360 | $3,273-89.0% | $3,008-88.0% | $4,741-92.4% |
| Participant deferral / active EE | $1,047 | $4,802-78.2% | $4,395-76.2% | $6,401-83.6% |
| Admin fee / account holder | $19,344 | $5,977+223.6% | $5,325+263.3% | $11,429+69.3% |