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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 | $47,814 | $104,106-54.1% | $71,086-32.7% | $135,379-64.7% |
| Participation rate | 28.6% | 65.7%-37.1pp | 54.7%-26.1pp | 82.6%-54.1pp |
| Annual return | -10.80% | 1256.30%-1267.1pp | 650.59%-661.4pp | 519.79%-530.6pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,054 | $2,527+20.9% | $1,874+63.0% | $5,609-45.5% |
| Admin fee / account holder | $920 | $4,142-77.8% | $3,082-70.2% | $10,828-91.5% |