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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 | $19,782 | $92,743-78.7% | $82,744-76.1% | $134,532-85.3% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -19.00% | 946.63%-965.6pp | 702.22%-721.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,479 | $3,273-54.8% | $3,008-50.8% | $4,741-68.8% |
| Participant deferral / active EE | $3,646 | $4,802-24.1% | $4,395-17.0% | $6,401-43.0% |
| Admin fee / account holder | $429 | $5,977-92.8% | $5,325-91.9% | $11,429-96.2% |