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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 | $18,644 | $190,879-90.2% | $160,009-88.3% | $134,532-86.1% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -19.26% | 552.63%-571.9pp | 408.85%-428.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,128 | $6,924-69.3% | $6,183-65.6% | $6,401-66.7% |
| Admin fee / account holder | $32,063 | $10,495+205.5% | $8,715+267.9% | $11,429+180.6% |