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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 | $8,044 | $92,743-91.3% | $82,744-90.3% | $134,532-94.0% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -16.22% | 946.63%-962.8pp | 702.22%-718.4pp | 418.27%-434.5pp |
| Employer contribution / active EE | $770 | $3,273-76.5% | $3,008-74.4% | $4,741-83.8% |
| Participant deferral / active EE | $1,100 | $4,802-77.1% | $4,395-75.0% | $6,401-82.8% |
| Admin fee / account holder | $878 | $5,977-85.3% | $5,325-83.5% | $11,429-92.3% |