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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 | $22,316 | $95,979-76.7% | $74,551-70.1% | $135,380-83.5% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -4.81% | 56.97%-61.8pp | 32.53%-37.3pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,137 | $3,844-44.4% | $3,108-31.2% | $5,609-61.9% |
| Admin fee / account holder | $15,480 | $6,522+137.3% | $5,059+206.0% | $10,828+43.0% |