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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 | $32,660 | $90,606-64.0% | $79,466-58.9% | $135,379-75.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -6.42% | 977.69%-984.1pp | 718.28%-724.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $894 | $4,050-77.9% | $3,704-75.9% | $5,609-84.1% |
| Admin fee / account holder | $6,126 | $5,895+3.9% | $5,104+20.0% | $10,828-43.4% |