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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 | $16,040 | $152,542-89.5% | $117,498-86.3% | $134,509-88.1% |
| Participation rate | 63.6% | 77.1%-13.5pp | 70.6%-7.0pp | 81.2%-17.6pp |
| Annual return | -18.17% | 53.02%-71.2pp | 29.75%-47.9pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,918 | $5,574-65.6% | $4,178-54.1% | $4,741-59.5% |
| Participant deferral / active EE | $3,212 | $4,819-33.3% | $4,071-21.1% | $6,400-49.8% |
| Admin fee / account holder | $328 | $7,006-95.3% | $5,646-94.2% | $11,427-97.1% |