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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 | $14,965 | $92,684-83.9% | $82,706-81.9% | $134,509-88.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -20.39% | 945.84%-966.2pp | 701.76%-722.2pp | 418.13%-438.5pp |
| Employer contribution / active EE | $1,515 | $3,272-53.7% | $3,007-49.6% | $4,741-68.0% |
| Participant deferral / active EE | $2,955 | $4,800-38.4% | $4,394-32.8% | $6,400-53.8% |
| Admin fee / account holder | $4,421 | $5,982-26.1% | $5,329-17.0% | $11,427-61.3% |