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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 | $46,728 | $75,962-38.5% | $154,111-69.7% | $64,173-27.2% |
| Participation rate | 7.9% | 70.4%-62.5pp | 83.0%-75.1pp | 69.6%-61.7pp |
| Annual return | -2.75% | 30.32%-33.1pp | 735.18%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $991 | $3,175-68.8% | $5,081-80.5% | $3,470-71.4% |
| Admin fee / account holder | $26,376 | $5,589+371.9% | $13,411+96.7% | $4,887+439.7% |