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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 | $72,822 | $106,549-31.7% | $91,225-20.2% | $134,509-45.9% |
| Participation rate | 13.0% | 76.8%-63.8pp | 73.2%-60.2pp | 81.2%-68.2pp |
| Annual return | -14.71% | 160.73%-175.4pp | 114.10%-128.8pp | 418.13%-432.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,195 | $4,719-74.7% | $4,234-71.8% | $6,400-81.3% |
| Admin fee / account holder | $24,143 | $6,234+287.3% | $5,422+345.3% | $11,427+111.3% |