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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 | $38,299 | $92,684-58.7% | $82,706-53.7% | $134,509-71.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -20.04% | 945.84%-965.9pp | 701.76%-721.8pp | 418.13%-438.2pp |
| Employer contribution / active EE | $450 | $3,272-86.2% | $3,007-85.0% | $4,741-90.5% |
| Participant deferral / active EE | $1,498 | $4,800-68.8% | $4,394-65.9% | $6,400-76.6% |
| Admin fee / account holder | $1,218 | $5,982-79.6% | $5,329-77.1% | $11,427-89.3% |