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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 | $17,471 | $190,879-90.8% | $160,009-89.1% | $134,532-87.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -14.16% | 552.63%-566.8pp | 408.85%-423.0pp | 418.27%-432.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,476 | $6,924-64.2% | $6,183-60.0% | $6,401-61.3% |
| Admin fee / account holder | $2,324 | $10,495-77.9% | $8,715-73.3% | $11,429-79.7% |