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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 | $81,875 | $90,607-9.6% | $79,467+3.0% | $135,380-39.5% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -7.63% | 977.74%-985.4pp | 718.30%-725.9pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,352 | $4,050-17.2% | $3,704-9.5% | $5,609-40.2% |
| Admin fee / account holder | $10,467 | $5,895+77.6% | $5,104+105.1% | $10,828-3.3% |