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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 | $66,235 | $92,743-28.6% | $82,744-20.0% | $134,532-50.8% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -15.85% | 946.63%-962.5pp | 702.22%-718.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,984 | $4,802+3.8% | $4,395+13.4% | $6,401-22.1% |
| Admin fee / account holder | $1,004 | $5,977-83.2% | $5,325-81.1% | $11,429-91.2% |