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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 | $29,471 | $92,766-68.2% | $82,763-64.4% | $134,545-78.1% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -15.22% | 946.97%-962.2pp | 702.45%-717.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,702 | $4,802-22.9% | $4,395-15.8% | $6,401-42.2% |
| Admin fee / account holder | $5,245 | $5,978-12.3% | $5,325-1.5% | $11,431-54.1% |