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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 | $66,045 | $90,607-27.1% | $79,467-16.9% | $135,380-51.2% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -4.39% | 977.74%-982.1pp | 718.30%-722.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $575 | $4,050-85.8% | $3,704-84.5% | $5,609-89.7% |
| Admin fee / account holder | $17,292 | $5,895+193.3% | $5,104+238.8% | $10,828+59.7% |