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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 | $54,955 | $92,766-40.8% | $82,763-33.6% | $134,545-59.2% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.4pp | 81.2%-13.1pp |
| Annual return | -16.41% | 946.97%-963.4pp | 702.45%-718.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,229 | $4,802+8.9% | $4,395+19.0% | $6,401-18.3% |
| Admin fee / account holder | $595 | $5,978-90.1% | $5,325-88.8% | $11,431-94.8% |