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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 | $18,433 | $84,685-78.2% | $73,836-75.0% | $125,389-85.3% |
| Participation rate | 60.9% | 76.8%-15.9pp | 73.4%-12.6pp | 83.2%-22.3pp |
| Annual return | -3.32% | 3123.80%-3127.1pp | 2268.06%-2271.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $39 | $3,123-98.8% | $2,787-98.6% | $4,866-99.2% |
| Participant deferral / active EE | $1,941 | $3,993-51.4% | $3,583-45.8% | $5,352-63.7% |
| Admin fee / account holder | $1,476 | $5,694-74.1% | $4,882-69.8% | $9,541-84.5% |