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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 | $45,630 | $104,116-56.2% | $71,089-35.8% | $135,380-66.3% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.6%-21.3pp | 82.6%-49.3pp |
| Annual return | -8.78% | 1256.51%-1265.3pp | 650.65%-659.4pp | 519.81%-528.6pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $475 | $4,142-88.5% | $3,082-84.6% | $10,828-95.6% |