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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 | $13,763 | $90,617-84.8% | $79,476-82.7% | $135,382-89.8% |
| Participation rate | 44.4% | 76.1%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -8.28% | 977.57%-985.8pp | 718.21%-726.5pp | 519.77%-528.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,760 | $4,050-56.5% | $3,704-52.5% | $5,609-68.6% |
| Admin fee / account holder | $1,305 | $5,907-77.9% | $5,113-74.5% | $10,829-88.0% |