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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 | $26,106 | $90,607-71.2% | $79,467-67.1% | $135,380-80.7% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -2.33% | 977.74%-980.1pp | 718.30%-720.6pp | 519.81%-522.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,780 | $4,050+67.4% | $3,704+83.0% | $5,609+20.9% |
| Admin fee / account holder | $740 | $5,895-87.4% | $5,104-85.5% | $10,828-93.2% |