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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 | $20,183 | $90,607-77.7% | $79,467-74.6% | $135,380-85.1% |
| Participation rate | 68.8% | 76.0%-7.3pp | 73.3%-4.6pp | 82.6%-13.9pp |
| Annual return | -0.22% | 977.74%-978.0pp | 718.30%-718.5pp | 519.81%-520.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,577 | $4,050-61.1% | $3,704-57.4% | $5,609-71.9% |
| Admin fee / account holder | $4,351 | $5,895-26.2% | $5,104-14.7% | $10,828-59.8% |