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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 | $23,424 | $138,102-83.0% | $125,381-81.3% | $134,532-82.6% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -15.85% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,496 | $7,801-55.2% | $7,448-53.1% | $6,401-45.4% |
| Admin fee / account holder | $4,611 | $11,568-60.1% | $10,007-53.9% | $11,429-59.7% |