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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 | $44,707 | $52,519-14.9% | $155,789-71.3% | $59,633-25.0% |
| Participation rate | 23.5% | 61.7%-38.2pp | 76.1%-52.6pp | 68.7%-45.1pp |
| Annual return | -0.69% | 53.51%-54.2pp | 71.54%-72.2pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,204 | $3,084-61.0% | $4,798-74.9% | $3,192-62.3% |
| Admin fee / account holder | $15,796 | $3,540+346.2% | $7,477+111.3% | $4,297+267.6% |