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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 | $9,874 | $90,607-89.1% | $79,467-87.6% | $135,380-92.7% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -1.53% | 977.74%-979.3pp | 718.30%-719.8pp | 519.81%-521.3pp |
| Employer contribution / active EE | $757 | $3,068-75.3% | $2,800-73.0% | $4,779-84.2% |
| Participant deferral / active EE | $836 | $4,050-79.4% | $3,704-77.4% | $5,609-85.1% |
| Admin fee / account holder | $15,137 | $5,895+156.8% | $5,104+196.6% | $10,828+39.8% |