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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 | $16,884 | $99,644-83.1% | $86,438-80.5% | $134,532-87.4% |
| Participation rate | 60.9% | 82.1%-21.2pp | 80.3%-19.5pp | 81.2%-20.4pp |
| Annual return | -16.37% | 6787.26%-6803.6pp | 4397.19%-4413.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,351 | $7,247-40.0% | $6,952-37.4% | $6,401-32.0% |
| Admin fee / account holder | $1,369 | $8,375-83.6% | $6,733-79.7% | $11,429-88.0% |