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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 | $17,299 | $92,766-81.4% | $82,763-79.1% | $134,545-87.1% |
| Participation rate | 7.7% | 75.2%-67.5pp | 72.6%-64.9pp | 81.2%-73.5pp |
| Annual return | -10.59% | 946.97%-957.6pp | 702.45%-713.0pp | 418.37%-429.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $512 | $5,978-91.4% | $5,325-90.4% | $11,431-95.5% |