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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 | $7,282 | $92,766-92.2% | $82,763-91.2% | $134,545-94.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.91% | 946.97%-967.9pp | 702.45%-723.4pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,608 | $3,273-50.9% | $3,008-46.6% | $4,742-66.1% |
| Participant deferral / active EE | $1,608 | $4,802-66.5% | $4,395-63.4% | $6,401-74.9% |
| Admin fee / account holder | $2,611 | $5,978-56.3% | $5,325-51.0% | $11,431-77.2% |