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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 | $9,749 | $90,607-89.2% | $79,467-87.7% | $135,380-92.8% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -1.27% | 977.74%-979.0pp | 718.30%-719.6pp | 519.81%-521.1pp |
| Employer contribution / active EE | $723 | $3,068-76.4% | $2,800-74.2% | $4,779-84.9% |
| Participant deferral / active EE | $2,703 | $4,050-33.3% | $3,704-27.0% | $5,609-51.8% |
| Admin fee / account holder | $22,000 | $5,895+273.2% | $5,104+331.0% | $10,828+103.2% |