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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 | $63,116 | $92,766-32.0% | $82,763-23.7% | $134,545-53.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.94% | 946.97%-963.9pp | 702.45%-719.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,161 | $4,802-34.2% | $4,395-28.1% | $6,401-50.6% |
| Admin fee / account holder | $1,430 | $5,978-76.1% | $5,325-73.2% | $11,431-87.5% |