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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 | $10,301 | $92,743-88.9% | $82,744-87.6% | $134,532-92.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -14.71% | 946.63%-961.3pp | 702.22%-716.9pp | 418.27%-433.0pp |
| Employer contribution / active EE | $393 | $3,273-88.0% | $3,008-86.9% | $4,741-91.7% |
| Participant deferral / active EE | $1,304 | $4,802-72.8% | $4,395-70.3% | $6,401-79.6% |
| Admin fee / account holder | $1,909 | $5,977-68.1% | $5,325-64.1% | $11,429-83.3% |