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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 | $47,270 | $92,766-49.0% | $82,763-42.9% | $134,545-64.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -13.43% | 946.97%-960.4pp | 702.45%-715.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,553 | $4,802-67.7% | $4,395-64.7% | $6,401-75.7% |
| Admin fee / account holder | $27,542 | $5,978+360.8% | $5,325+417.2% | $11,431+141.0% |