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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 | $20,943 | $90,607-76.9% | $79,467-73.6% | $135,380-84.5% |
| Participation rate | 46.7% | 76.0%-29.4pp | 73.3%-26.7pp | 82.6%-36.0pp |
| Annual return | -5.11% | 977.74%-982.8pp | 718.30%-723.4pp | 519.81%-524.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,521 | $4,050-37.8% | $3,704-31.9% | $5,609-55.1% |
| Admin fee / account holder | $5,490 | $5,895-6.9% | $5,104+7.6% | $10,828-49.3% |