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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 | $11,293 | $90,606-87.5% | $79,466-85.8% | $135,379-91.7% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -8.09% | 977.69%-985.8pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $648 | $3,068-78.9% | $2,800-76.9% | $4,779-86.4% |
| Participant deferral / active EE | $1,631 | $4,050-59.7% | $3,704-56.0% | $5,609-70.9% |
| Admin fee / account holder | $925 | $5,895-84.3% | $5,104-81.9% | $10,828-91.5% |