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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 | $28,943 | $73,546-60.6% | $63,018-54.1% | $147,586-80.4% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 9.21% | 175.56%-166.3pp | 87.62%-78.4pp | 578.59%-569.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,000 | $4,185-4.4% | $3,330+20.1% | $5,439-26.5% |
| Admin fee / account holder | $214,549 | $5,956+3502.4% | $3,601+5858.5% | $10,886+1870.9% |