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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 | $66,753 | $92,684-28.0% | $82,706-19.3% | $134,509-50.4% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.6%-20.2pp | 81.2%-28.8pp |
| Annual return | -13.56% | 945.84%-959.4pp | 701.76%-715.3pp | 418.13%-431.7pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,607 | $4,800-45.7% | $4,394-40.7% | $6,400-59.3% |
| Admin fee / account holder | $20,198 | $5,982+237.6% | $5,329+279.0% | $11,427+76.8% |