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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 | $18,657 | $90,607-79.4% | $79,467-76.5% | $135,380-86.2% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 82.6%-21.1pp |
| Annual return | -0.07% | 977.74%-977.8pp | 718.30%-718.4pp | 519.81%-519.9pp |
| Employer contribution / active EE | $1,001 | $3,068-67.4% | $2,800-64.2% | $4,779-79.0% |
| Participant deferral / active EE | $1,894 | $4,050-53.3% | $3,704-48.9% | $5,609-66.2% |
| Admin fee / account holder | $14,330 | $5,895+143.1% | $5,104+180.8% | $10,828+32.3% |