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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 | $19,243 | $90,607-78.8% | $79,467-75.8% | $135,380-85.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -5.57% | 977.74%-983.3pp | 718.30%-723.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,354 | $4,050-17.2% | $3,704-9.5% | $5,609-40.2% |
| Admin fee / account holder | $3,130 | $5,895-46.9% | $5,104-38.7% | $10,828-71.1% |