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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 | $44,212 | $84,685-47.8% | $73,836-40.1% | $125,389-64.7% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -2.36% | 3123.80%-3126.2pp | 2268.06%-2270.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,025 | $3,993-74.3% | $3,583-71.4% | $5,352-80.9% |
| Admin fee / account holder | $2,118 | $5,694-62.8% | $4,882-56.6% | $9,541-77.8% |