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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 | $39,430 | $90,607-56.5% | $79,467-50.4% | $135,380-70.9% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -7.98% | 977.74%-985.7pp | 718.30%-726.3pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,450 | $4,050-64.2% | $3,704-60.8% | $5,609-74.1% |
| Admin fee / account holder | $440 | $5,895-92.5% | $5,104-91.4% | $10,828-95.9% |