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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 | $56,862 | $90,607-37.2% | $79,467-28.4% | $135,380-58.0% |
| Participation rate | 56.5% | 76.0%-19.5pp | 73.3%-16.8pp | 82.6%-26.1pp |
| Annual return | -4.42% | 977.74%-982.2pp | 718.30%-722.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,360 | $4,050+32.3% | $3,704+44.7% | $5,609-4.4% |
| Admin fee / account holder | $33,325 | $5,895+465.3% | $5,104+552.9% | $10,828+207.8% |