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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 | $26,952 | $190,916-85.9% | $160,037-83.2% | $134,545-80.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -18.13% | 552.79%-570.9pp | 408.95%-427.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,589 | $6,925-62.6% | $6,184-58.1% | $6,401-59.6% |
| Admin fee / account holder | $17,857 | $10,497+70.1% | $8,716+104.9% | $11,431+56.2% |