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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 | $72,942 | $95,975-24.0% | $74,552-2.2% | $135,382-46.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -1.00% | 56.96%-58.0pp | 32.53%-33.5pp | 519.77%-520.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,346 | $3,844-12.9% | $3,108+7.7% | $5,609-40.3% |
| Admin fee / account holder | $46,431 | $6,522+612.0% | $5,060+817.7% | $10,829+328.8% |