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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 | $15,680 | $92,684-83.1% | $82,706-81.0% | $134,509-88.3% |
| Participation rate | 26.7% | 75.2%-48.5pp | 72.6%-45.9pp | 81.2%-54.6pp |
| Annual return | -6.45% | 945.84%-952.3pp | 701.76%-708.2pp | 418.13%-424.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $655 | $5,982-89.1% | $5,329-87.7% | $11,427-94.3% |