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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 | $8,558 | $84,464-89.9% | $61,399-86.1% | $134,509-93.6% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -20.30% | 585.06%-605.4pp | 338.81%-359.1pp | 418.13%-438.4pp |
| Employer contribution / active EE | $492 | $1,545-68.1% | $1,159-57.6% | $4,741-89.6% |
| Participant deferral / active EE | $1,077 | $2,818-61.8% | $2,124-49.3% | $6,400-83.2% |
| Admin fee / account holder | $966 | $2,587-62.7% | $2,131-54.7% | $11,427-91.5% |