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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 | $18,800 | $111,787-83.2% | $93,681-79.9% | $145,978-87.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 0.00% | 203.52%-203.5pp | 133.47%-133.5pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,985 | $3,093-35.8% | $2,422-18.1% | $4,662-57.4% |
| Participant deferral / active EE | $12,418 | $4,918+152.5% | $4,415+181.3% | $6,690+85.6% |
| Admin fee / account holder | $435 | $10,256-95.8% | $8,290-94.8% | $13,400-96.8% |