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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 | $25,946 | $84,628-69.3% | $61,501-57.8% | $134,545-80.7% |
| Participation rate | 22.7% | 62.2%-39.5pp | 52.6%-29.8pp | 81.2%-58.5pp |
| Annual return | -15.82% | 585.61%-601.4pp | 339.04%-354.9pp | 418.37%-434.2pp |
| Employer contribution / active EE | $677 | $1,545-56.2% | $1,160-41.7% | $4,742-85.7% |
| Participant deferral / active EE | $1,162 | $2,819-58.8% | $2,125-45.3% | $6,401-81.8% |
| Admin fee / account holder | $532 | $2,587-79.4% | $2,132-75.0% | $11,431-95.3% |