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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 | $41,328 | $92,743-55.4% | $82,744-50.1% | $134,532-69.3% |
| Participation rate | 52.9% | 75.2%-22.3pp | 72.6%-19.6pp | 81.2%-28.3pp |
| Annual return | -17.44% | 946.63%-964.1pp | 702.22%-719.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,811 | $4,802-41.4% | $4,395-36.0% | $6,401-56.1% |
| Admin fee / account holder | $3,720 | $5,977-37.8% | $5,325-30.1% | $11,429-67.4% |