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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 | $18,903 | $90,606-79.1% | $79,466-76.2% | $135,379-86.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -6.88% | 977.69%-984.6pp | 718.28%-725.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,948 | $4,050+22.2% | $3,704+33.6% | $5,609-11.8% |
| Admin fee / account holder | $5,132 | $5,895-12.9% | $5,104+0.6% | $10,828-52.6% |