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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 | $46,439 | $84,551-45.1% | $61,452-24.4% | $134,532-65.5% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | -7.39% | 585.39%-592.8pp | 338.96%-346.3pp | 418.27%-425.7pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $446 | $2,587-82.8% | $2,131-79.1% | $11,429-96.1% |