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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 | $19,898 | $84,551-76.5% | $61,452-67.6% | $134,532-85.2% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -8.28% | 585.39%-593.7pp | 338.96%-347.2pp | 418.27%-426.5pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $531 | $2,818-81.2% | $2,125-75.0% | $6,401-91.7% |
| Admin fee / account holder | $595 | $2,587-77.0% | $2,131-72.1% | $11,429-94.8% |