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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 | $12,836 | $84,464-84.8% | $61,399-79.1% | $134,509-90.5% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -18.99% | 585.06%-604.1pp | 338.81%-357.8pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,855 | $2,818-34.2% | $2,124-12.7% | $6,400-71.0% |
| Admin fee / account holder | $561 | $2,587-78.3% | $2,131-73.7% | $11,427-95.1% |