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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 | $41,128 | $104,106-60.5% | $71,086-42.1% | $135,382-69.6% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.7%-14.7pp | 82.6%-42.6pp |
| Annual return | -7.10% | 1256.30%-1263.4pp | 650.59%-657.7pp | 519.77%-526.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $525 | $2,527-79.2% | $1,874-72.0% | $5,609-90.6% |
| Admin fee / account holder | $1,547 | $4,142-62.6% | $3,082-49.8% | $10,829-85.7% |