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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 | $33,007 | $160,059-79.4% | $140,019-76.4% | $135,379-75.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -6.27% | 911.44%-917.7pp | 651.15%-657.4pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,000 | $7,641-60.7% | $6,927-56.7% | $5,609-46.5% |
| Admin fee / account holder | $304 | $13,328-97.7% | $10,705-97.2% | $10,828-97.2% |