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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 | $54,404 | $88,585-38.6% | $69,884-22.2% | $134,532-59.6% |
| Participation rate | 64.3% | 74.9%-10.6pp | 70.5%-6.2pp | 81.2%-16.9pp |
| Annual return | -16.65% | 442.80%-459.4pp | 190.81%-207.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,050 | $4,770-78.0% | $3,848-72.7% | $6,401-83.6% |
| Admin fee / account holder | $6,066 | $10,441-41.9% | $6,266-3.2% | $11,429-46.9% |