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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 | $4,284 | $84,551-94.9% | $61,452-93.0% | $134,532-96.8% |
| Participation rate | 15.8% | 62.2%-46.4pp | 52.6%-36.8pp | 81.2%-65.4pp |
| Annual return | -18.30% | 585.39%-603.7pp | 338.96%-357.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $632 | $2,818-77.6% | $2,125-70.3% | $6,401-90.1% |
| Admin fee / account holder | $303 | $2,587-88.3% | $2,131-85.8% | $11,429-97.4% |